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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 | $24,896 | $52,306-52.4% | $69,779-64.3% | $62,881-60.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 7.48% | 13.35%-5.9pp | 12.99%-5.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,981 | $1,799+65.7% | $2,338+27.5% | $2,281+30.7% |
| Participant deferral / active EE | $2,675 | $2,395+11.7% | $2,931-8.7% | $3,203-16.5% |
| Admin fee / account holder | $1,844 | $3,691-50.0% | $4,381-57.9% | $4,296-57.1% |