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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 | $72,471-63.3% | $94,215-71.8% | $86,983-69.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 16.64% | 26.44%-9.8pp | 28.22%-11.6pp | 25.83%-9.2pp |
| Employer contribution / active EE | $2,720 | $1,936+40.5% | $2,675+1.7% | $2,584+5.3% |
| Participant deferral / active EE | $5,884 | $3,397+73.2% | $4,276+37.6% | $4,194+40.3% |
| Admin fee / account holder | $463 | $6,468-92.8% | $10,216-95.5% | $7,856-94.1% |