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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 | $20,136 | $56,544-64.4% | $75,501-73.3% | $70,126-71.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 13.40% | 23.59%-10.2pp | 27.35%-14.0pp | 73.15%-59.7pp |
| Employer contribution / active EE | $2,465 | $1,817+35.7% | $2,352+4.8% | $2,343+5.3% |
| Participant deferral / active EE | $1,098 | $2,580-57.4% | $3,142-65.0% | $3,332-67.0% |
| Admin fee / account holder | $1,741 | $3,827-54.5% | $5,801-70.0% | $4,645-62.5% |