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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 | $38,282 | $63,764-40.0% | $81,930-53.3% | $79,860-52.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 14.98% | 22.66%-7.7pp | 29.49%-14.5pp | 31.72%-16.7pp |
| Employer contribution / active EE | $1,637 | $1,795-8.8% | $4,310-62.0% | $2,471-33.7% |
| Participant deferral / active EE | $3,388 | $2,780+21.9% | $7,107-52.3% | $3,740-9.4% |
| Admin fee / account holder | $7,492 | $4,426+69.3% | $5,158+45.3% | $5,306+41.2% |