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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 | $44,572 | $72,492-38.5% | $87,104-48.8% | $72,975-38.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.03% | 24.46%-2.4pp | 28.19%-6.2pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,862 | $1,894-1.7% | $2,521-26.2% | $2,440-23.7% |
| Participant deferral / active EE | $2,877 | $3,270-12.0% | $4,048-28.9% | $3,608-20.2% |
| Admin fee / account holder | $912 | $5,055-82.0% | $7,491-87.8% | $5,124-82.2% |