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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 | $29,480 | $46,877-37.1% | $122,354-75.9% | $70,126-58.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.16% | 24.22%-11.1pp | 30.28%-17.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,038 | $1,288-19.4% | $4,051-74.4% | $2,343-55.7% |
| Participant deferral / active EE | $2,113 | $2,167-2.5% | $3,287-35.7% | $3,332-36.6% |
| Admin fee / account holder | $3,853 | $3,324+15.9% | $5,479-29.7% | $4,645-17.1% |