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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 | $25,399 | $48,327-47.4% | $67,575-62.4% | $80,935-68.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 17.57% | 18.31%-0.7pp | 3528.98%-3511.4pp | 35.66%-18.1pp |
| Employer contribution / active EE | $3,127 | $2,022+54.6% | $2,736+14.3% | $2,757+13.4% |
| Participant deferral / active EE | $3,672 | $2,927+25.4% | $4,003-8.3% | $4,299-14.6% |
| Admin fee / account holder | $3,466 | $3,692-6.1% | $3,993-13.2% | $6,924-49.9% |