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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 | $26,240 | $76,551-65.7% | $123,894-78.8% | $62,881-58.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.37% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,791 | $2,882-37.9% | $4,617-61.2% | $2,281-21.5% |
| Participant deferral / active EE | $2,304 | $4,840-52.4% | $5,984-61.5% | $3,203-28.1% |
| Admin fee / account holder | $1,580 | $4,826-67.2% | $8,357-81.1% | $4,296-63.2% |