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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 | $28,736 | $54,541-47.3% | $78,778-63.5% | $70,126-59.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.93% | 21.07%-8.1pp | 35.62%-22.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,471 | $1,089+35.1% | $1,986-25.9% | $2,343-37.2% |
| Participant deferral / active EE | $2,488 | $2,210+12.6% | $2,958-15.9% | $3,332-25.3% |
| Admin fee / account holder | $943 | $3,709-74.6% | $5,134-81.6% | $4,645-79.7% |