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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 | $23,351 | $81,504-71.3% | $102,437-77.2% | $80,959-71.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 14.99% | 25.60%-10.6pp | 24.95%-10.0pp | 35.67%-20.7pp |
| Employer contribution / active EE | $3,654 | $3,104+17.7% | $3,871-5.6% | $2,757+32.5% |
| Participant deferral / active EE | $5,003 | $3,871+29.3% | $5,060-1.1% | $4,300+16.3% |
| Admin fee / account holder | $1,476 | $6,719-78.0% | $8,388-82.4% | $6,925-78.7% |