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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 | $43,747 | $67,602-35.3% | $82,312-46.9% | $70,126-37.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.73% | 21.57%-2.8pp | 25.88%-7.1pp | 73.15%-54.4pp |
| Employer contribution / active EE | $1,741 | $1,755-0.8% | $2,428-28.3% | $2,343-25.7% |
| Participant deferral / active EE | $2,995 | $2,987+0.3% | $3,706-19.2% | $3,332-10.1% |
| Admin fee / account holder | $2,583 | $4,512-42.7% | $5,608-53.9% | $4,645-44.4% |