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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 | $41,713 | $110,137-62.1% | $161,149-74.1% | $82,637-49.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 15.63% | 20.69%-5.1pp | 21.16%-5.5pp | 53.51%-37.9pp |
| Employer contribution / active EE | $2,382 | $2,856-16.6% | $4,360-45.4% | $2,552-6.7% |
| Participant deferral / active EE | $3,555 | $4,575-22.3% | $6,153-42.2% | $4,126-13.8% |
| Admin fee / account holder | $1,525 | $9,467-83.9% | $15,194-90.0% | $7,339-79.2% |