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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 | $20,914 | $56,544-63.0% | $75,501-72.3% | $70,124-70.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 14.70% | 23.59%-8.9pp | 27.35%-12.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,490 | $1,817-17.9% | $2,352-36.6% | $2,342-36.4% |
| Participant deferral / active EE | $2,066 | $2,580-19.9% | $3,142-34.2% | $3,332-38.0% |
| Admin fee / account holder | $3,415 | $3,827-10.7% | $5,801-41.1% | $4,645-26.5% |