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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 | $18,142 | $67,894-73.3% | $89,340-79.7% | $82,448-78.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 19.14% | 19.21%-0.1pp | 20.57%-1.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,280 | $1,828+24.7% | $2,231+2.2% | $2,551-10.6% |
| Participant deferral / active EE | $3,957 | $3,072+28.8% | $3,823+3.5% | $4,139-4.4% |
| Admin fee / account holder | $3,561 | $5,723-37.8% | $6,704-46.9% | $7,234-50.8% |