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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 | $61,722 | $67,602-8.7% | $82,312-25.0% | $70,126-12.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 27.59% | 21.57%+6.0pp | 25.88%+1.7pp | 73.15%-45.6pp |
| Employer contribution / active EE | $1,200 | $1,755-31.6% | $2,428-50.6% | $2,343-48.8% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,575 | $4,512-20.8% | $5,608-36.3% | $4,645-23.1% |