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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 | $45,956 | $45,050+2.0% | $63,018-27.1% | $70,126-34.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.35% | 18.76%-4.4pp | 87.62%-73.3pp | 73.15%-58.8pp |
| Employer contribution / active EE | $564 | $2,052-72.5% | $2,761-79.6% | $2,343-75.9% |
| Participant deferral / active EE | $1,107 | $2,466-55.1% | $3,330-66.8% | $3,332-66.8% |
| Admin fee / account holder | $2,029 | $2,834-28.4% | $3,601-43.6% | $4,645-56.3% |