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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 | $24,170 | $51,708-53.3% | $106,619-77.3% | $62,881-61.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 9.86% | 4.69%+5.2pp | 9.42%+0.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $815 | $1,764-53.8% | $3,947-79.3% | $2,281-64.3% |
| Participant deferral / active EE | $2,685 | $2,315+16.0% | $3,930-31.7% | $3,203-16.2% |
| Admin fee / account holder | $774 | $3,349-76.9% | $6,418-87.9% | $4,296-82.0% |