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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 | $32,210 | $58,523-45.0% | $99,470-67.6% | $72,983-55.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 19.74% | 28.51%-8.8pp | 30.72%-11.0pp | 81.01%-61.3pp |
| Employer contribution / active EE | $1,922 | $1,512+27.1% | $2,540-24.4% | $2,440-21.2% |
| Participant deferral / active EE | $3,156 | $2,606+21.1% | $3,619-12.8% | $3,608-12.5% |
| Admin fee / account holder | $3,110 | $4,102-24.2% | $6,252-50.3% | $5,124-39.3% |