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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 | $21,031 | $75,541-72.2% | $152,093-86.2% | $82,637-74.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.92% | 32.56%-17.6pp | 66.36%-51.4pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,444 | $2,622-44.9% | $4,175-65.4% | $2,552-43.4% |
| Participant deferral / active EE | $3,232 | $3,206+0.8% | $5,451-40.7% | $4,126-21.7% |
| Admin fee / account holder | $4,067 | $6,405-36.5% | $14,497-71.9% | $7,339-44.6% |