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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 | $38,068 | $45,082-15.6% | $69,464-45.2% | $72,975-47.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.97% | 22.66%-6.7pp | 28.98%-13.0pp | 81.01%-65.0pp |
| Employer contribution / active EE | $995 | $2,055-51.6% | $2,779-64.2% | $2,440-59.2% |
| Participant deferral / active EE | $1,767 | $2,604-32.1% | $3,536-50.0% | $3,608-51.0% |
| Admin fee / account holder | $972 | $3,057-68.2% | $3,840-74.7% | $5,124-81.0% |