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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 | $27,470 | $72,486-62.1% | $87,103-68.5% | $72,976-62.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.14% | 24.46%-4.3pp | 28.19%-8.1pp | 81.02%-60.9pp |
| Employer contribution / active EE | $1,521 | $1,894-19.7% | $2,521-39.7% | $2,440-37.7% |
| Participant deferral / active EE | $2,016 | $3,270-38.4% | $4,049-50.2% | $3,608-44.1% |
| Admin fee / account holder | $4,926 | $5,055-2.6% | $7,491-34.3% | $5,124-3.9% |