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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 | $33,993 | $49,249-31.0% | $70,476-51.8% | $79,852-57.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 25.07% | 30.09%-5.0pp | 109.12%-84.0pp | 31.72%-6.6pp |
| Employer contribution / active EE | $2,374 | $2,100+13.0% | $2,738-13.3% | $2,471-3.9% |
| Participant deferral / active EE | $3,164 | $2,769+14.3% | $3,710-14.7% | $3,740-15.4% |
| Admin fee / account holder | $1,300 | $2,878-54.8% | $3,847-66.2% | $5,306-75.5% |