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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 | $20,626 | $62,549-67.0% | $85,705-75.9% | $85,851-76.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 11.06% | 23.77%-12.7pp | 21.49%-10.4pp | 318.63%-307.6pp |
| Employer contribution / active EE | $3,596 | $1,755+104.8% | $2,619+37.3% | $2,565+40.2% |
| Participant deferral / active EE | $1,918 | $2,802-31.6% | $3,924-51.1% | $3,952-51.5% |
| Admin fee / account holder | $1,627 | $4,644-65.0% | $6,877-76.3% | $6,261-74.0% |