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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 | $20,191 | $64,920-68.9% | $103,693-80.5% | $86,983-76.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 15.14% | 30.29%-15.1pp | 47.61%-32.5pp | 25.83%-10.7pp |
| Employer contribution / active EE | $2,610 | $2,141+21.9% | $2,920-10.6% | $2,584+1.0% |
| Participant deferral / active EE | $1,402 | $3,241-56.7% | $4,579-69.4% | $4,194-66.6% |
| Admin fee / account holder | $1,697 | $6,191-72.6% | $7,858-78.4% | $7,856-78.4% |