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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 | $24,178 | $62,589-61.4% | $76,768-68.5% | $64,173-62.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 9.28% | -1.95%+11.2pp | 2.43%+6.9pp | 7.63%+1.6pp |
| Employer contribution / active EE | $1,654 | $1,832-9.7% | $2,485-33.5% | $2,381-30.5% |
| Participant deferral / active EE | $2,351 | $3,145-25.3% | $3,852-39.0% | $3,470-32.2% |
| Admin fee / account holder | $1,518 | $4,667-67.5% | $6,675-77.3% | $4,887-69.0% |