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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 | $50,442 | $78,015-35.3% | $178,505-71.7% | $80,959-37.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 12.37% | 18.10%-5.7pp | 27.16%-14.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,533 | $2,281-32.8% | $3,955-61.2% | $2,757-44.4% |
| Participant deferral / active EE | $1,881 | $4,406-57.3% | $6,280-70.0% | $4,300-56.3% |
| Admin fee / account holder | $475 | $7,160-93.4% | $10,428-95.4% | $6,925-93.1% |