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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 | $21,599 | $63,773-66.1% | $81,286-73.4% | $80,925-73.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 20.12% | 16.37%+3.7pp | 24.80%-4.7pp | 35.65%-15.5pp |
| Employer contribution / active EE | $1,939 | $1,979-2.1% | $2,463-21.3% | $2,756-29.7% |
| Participant deferral / active EE | $3,919 | $3,093+26.7% | $3,883+0.9% | $4,299-8.8% |
| Admin fee / account holder | $1,224 | $5,682-78.5% | $5,764-78.8% | $6,940-82.4% |