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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 | $19,543 | $45,082-56.6% | $69,464-71.9% | $72,975-73.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.71% | 22.66%-4.9pp | 28.98%-11.3pp | 81.01%-63.3pp |
| Employer contribution / active EE | $2,384 | $2,055+16.0% | $2,779-14.2% | $2,440-2.3% |
| Participant deferral / active EE | $1,606 | $2,604-38.3% | $3,536-54.6% | $3,608-55.5% |
| Admin fee / account holder | $3,658 | $3,057+19.7% | $3,840-4.8% | $5,124-28.6% |