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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 | $24,557 | $55,684-55.9% | $75,900-67.6% | $72,976-66.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 22.46% | 27.60%-5.1pp | 30.73%-8.3pp | 81.02%-58.6pp |
| Employer contribution / active EE | $3,525 | $1,687+109.0% | $2,501+40.9% | $2,440+44.5% |
| Participant deferral / active EE | $3,220 | $2,634+22.2% | $3,604-10.7% | $3,608-10.8% |
| Admin fee / account holder | $1,788 | $3,981-55.1% | $5,421-67.0% | $5,124-65.1% |