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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 | $26,607 | $59,440-55.2% | $78,004-65.9% | $82,637-67.8% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 16.64% | 40.24%-23.6pp | 31.07%-14.4pp | 53.51%-36.9pp |
| Employer contribution / active EE | $2,720 | $1,750+55.4% | $2,469+10.2% | $2,552+6.6% |
| Participant deferral / active EE | $5,884 | $3,138+87.5% | $4,092+43.8% | $4,126+42.6% |
| Admin fee / account holder | $463 | $5,504-91.6% | $7,578-93.9% | $7,339-93.7% |