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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 | $27,657 | $76,371-63.8% | $93,621-70.5% | $72,976-62.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.67% | 25.82%-3.1pp | 32.76%-10.1pp | 81.02%-58.3pp |
| Employer contribution / active EE | $5,549 | $2,276+143.8% | $2,719+104.1% | $2,440+127.4% |
| Participant deferral / active EE | $4,032 | $3,538+14.0% | $4,070-0.9% | $3,608+11.8% |
| Admin fee / account holder | $565 | $6,839-91.7% | $7,890-92.8% | $5,124-89.0% |