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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 | $33,816 | $95,453-64.6% | $112,040-69.8% | $82,448-59.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.57% | 23.92%-3.3pp | 24.52%-3.9pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,682 | $2,318-27.4% | $2,954-43.0% | $2,551-34.0% |
| Participant deferral / active EE | $3,571 | $4,224-15.5% | $5,098-30.0% | $4,139-13.7% |
| Admin fee / account holder | $13,410 | $9,013+48.8% | $12,098+10.8% | $7,234+85.4% |