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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 | $26,267 | $57,828-54.6% | $117,039-77.6% | $70,126-62.5% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 13.26% | 17.55%-4.3pp | 18.95%-5.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,495 | $1,816-17.7% | $3,785-60.5% | $2,343-36.2% |
| Participant deferral / active EE | $3,209 | $2,438+31.6% | $3,929-18.3% | $3,332-3.7% |
| Admin fee / account holder | $1,241 | $3,548-65.0% | $5,974-79.2% | $4,645-73.3% |