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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 | $37,162 | $45,050-17.5% | $63,018-41.0% | $70,126-47.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.08% | 18.76%-6.7pp | 87.62%-75.5pp | 73.15%-61.1pp |
| Employer contribution / active EE | $1,783 | $2,052-13.1% | $2,761-35.4% | $2,343-23.9% |
| Participant deferral / active EE | $2,740 | $2,466+11.1% | $3,330-17.7% | $3,332-17.8% |
| Admin fee / account holder | $1,927 | $2,834-32.0% | $3,601-46.5% | $4,645-58.5% |