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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 | $22,675 | $45,050-49.7% | $63,018-64.0% | $70,126-67.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.37% | 18.76%-5.4pp | 87.62%-74.2pp | 73.15%-59.8pp |
| Employer contribution / active EE | $2,835 | $2,052+38.1% | $2,761+2.7% | $2,343+21.0% |
| Participant deferral / active EE | $3,145 | $2,466+27.6% | $3,330-5.5% | $3,332-5.6% |
| Admin fee / account holder | $1,328 | $2,834-53.2% | $3,601-63.1% | $4,645-71.4% |