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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 | $31,811 | $52,306-39.2% | $69,779-54.4% | $62,881-49.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 9.42% | 13.35%-3.9pp | 12.99%-3.6pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,651 | $1,799-8.2% | $2,338-29.4% | $2,281-27.6% |
| Participant deferral / active EE | $1,677 | $2,395-30.0% | $2,931-42.8% | $3,203-47.6% |
| Admin fee / account holder | $1,199 | $3,691-67.5% | $4,381-72.6% | $4,296-72.1% |