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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 | $29,852 | $63,845-53.2% | $81,370-63.3% | $80,959-63.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 11.31% | 16.37%-5.1pp | 24.85%-13.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,638 | $1,980+33.3% | $2,464+7.1% | $2,757-4.3% |
| Participant deferral / active EE | $1,696 | $3,093-45.2% | $3,885-56.4% | $4,300-60.6% |
| Admin fee / account holder | $379 | $5,688-93.3% | $5,749-93.4% | $6,925-94.5% |