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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 | $21,302 | $65,685-67.6% | $57,181-62.7% | $273,968-92.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.60% | 21.99%-15.4pp | 14.59%-8.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,781 | $3,279+15.3% | $2,682+40.9% | $4,869-22.3% |
| Participant deferral / active EE | $2,548 | $3,781-32.6% | $3,096-17.7% | $5,287-51.8% |
| Admin fee / account holder | $498 | $4,835-89.7% | $3,139-84.1% | $10,132-95.1% |