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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,453 | $81,457-66.3% | $103,378-73.4% | $80,911-66.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.55% | 25.58%-12.0pp | 24.91%-11.4pp | 35.63%-22.1pp |
| Employer contribution / active EE | $2,678 | $3,107-13.8% | $3,870-30.8% | $2,756-2.8% |
| Participant deferral / active EE | $4,117 | $3,871+6.3% | $5,058-18.6% | $4,297-4.2% |
| Admin fee / account holder | $1,975 | $6,717-70.6% | $8,401-76.5% | $6,935-71.5% |