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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 | $40,235 | $75,541-46.7% | $152,093-73.5% | $82,637-51.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.58% | 32.56%-16.0pp | 66.36%-49.8pp | 53.51%-36.9pp |
| Employer contribution / active EE | $1,617 | $2,622-38.3% | $4,175-61.3% | $2,552-36.6% |
| Participant deferral / active EE | $5,590 | $3,206+74.4% | $5,451+2.5% | $4,126+35.5% |
| Admin fee / account holder | $766 | $6,405-88.0% | $14,497-94.7% | $7,339-89.6% |