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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 | $30,904 | $49,249-37.3% | $70,476-56.2% | $79,852-61.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.65% | 30.09%-18.4pp | 109.12%-97.5pp | 31.72%-20.1pp |
| Employer contribution / active EE | $2,979 | $2,100+41.8% | $2,738+8.8% | $2,471+20.5% |
| Participant deferral / active EE | $1,515 | $2,769-45.3% | $3,710-59.2% | $3,740-59.5% |
| Admin fee / account holder | $1,101 | $2,878-61.8% | $3,847-71.4% | $5,306-79.3% |