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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 | $33,421 | $60,349-44.6% | $74,184-54.9% | $62,881-46.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.03% | 21.38%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,722 | $1,680+2.5% | $2,370-27.3% | $2,281-24.5% |
| Participant deferral / active EE | $2,505 | $2,856-12.3% | $3,550-29.4% | $3,203-21.8% |
| Admin fee / account holder | $305 | $4,261-92.8% | $5,586-94.5% | $4,296-92.9% |