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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 | $22,451 | $76,551-70.7% | $123,894-81.9% | $62,881-64.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.59% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,634 | $2,882-8.6% | $4,617-42.9% | $2,281+15.5% |
| Participant deferral / active EE | $3,762 | $4,840-22.3% | $5,984-37.1% | $3,203+17.4% |
| Admin fee / account holder | $2,464 | $4,826-48.9% | $8,357-70.5% | $4,296-42.7% |