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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 | $42,401 | $43,075-1.6% | $74,577-43.1% | $62,881-32.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 12.38% | 17.50%-5.1pp | 20.47%-8.1pp | 20.14%-7.8pp |
| Employer contribution / active EE | $1,714 | $1,498+14.5% | $2,525-32.1% | $2,281-24.8% |
| Participant deferral / active EE | $4,674 | $2,389+95.6% | $3,458+35.2% | $3,203+45.9% |
| Admin fee / account holder | $1,214 | $2,840-57.3% | $4,138-70.7% | $4,296-71.7% |