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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 | $38,832 | $54,757-29.1% | $90,300-57.0% | $72,983-46.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 27.81% | 30.63%-2.8pp | 78.11%-50.3pp | 81.01%-53.2pp |
| Employer contribution / active EE | $1,598 | $2,092-23.6% | $2,854-44.0% | $2,440-34.5% |
| Participant deferral / active EE | $3,066 | $2,887+6.2% | $3,884-21.1% | $3,608-15.0% |
| Admin fee / account holder | $1,967 | $3,972-50.5% | $5,353-63.3% | $5,124-61.6% |