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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 | $22,005 | $63,773-65.5% | $81,286-72.9% | $80,925-72.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 14.14% | 16.37%-2.2pp | 24.80%-10.7pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,446 | $1,979-26.9% | $2,463-41.3% | $2,756-47.5% |
| Participant deferral / active EE | $2,841 | $3,093-8.2% | $3,883-26.8% | $4,299-33.9% |
| Admin fee / account holder | $873 | $5,682-84.6% | $5,764-84.9% | $6,940-87.4% |