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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 | $24,830 | $45,050-44.9% | $63,018-60.6% | $70,126-64.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 22.53% | 18.76%+3.8pp | 87.62%-65.1pp | 73.15%-50.6pp |
| Employer contribution / active EE | $1,977 | $2,052-3.7% | $2,761-28.4% | $2,343-15.6% |
| Participant deferral / active EE | $837 | $2,466-66.0% | $3,330-74.9% | $3,332-74.9% |
| Admin fee / account holder | $3,396 | $2,834+19.8% | $3,601-5.7% | $4,645-26.9% |