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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 | $31,872 | $48,078-33.7% | $78,676-59.5% | $62,881-49.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.87% | 31.36%-24.5pp | 62.19%-55.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,265 | $2,015-37.2% | $2,850-55.6% | $2,281-44.5% |
| Participant deferral / active EE | $3,183 | $2,587+23.0% | $3,517-9.5% | $3,203-0.6% |
| Admin fee / account holder | $953 | $3,206-70.3% | $4,510-78.9% | $4,296-77.8% |