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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 | $46,099 | $55,684-17.2% | $75,906-39.3% | $72,977-36.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 21.26% | 27.60%-6.3pp | 30.73%-9.5pp | 81.02%-59.8pp |
| Employer contribution / active EE | $1,751 | $1,687+3.8% | $2,501-30.0% | $2,440-28.2% |
| Participant deferral / active EE | $3,216 | $2,634+22.1% | $3,604-10.8% | $3,608-10.9% |
| Admin fee / account holder | $1,391 | $3,981-65.1% | $5,421-74.3% | $5,124-72.9% |