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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 | $20,822 | $56,287-63.0% | $80,977-74.3% | $62,881-66.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 11.67% | 22.13%-10.5pp | 17.11%-5.4pp | 20.14%-8.5pp |
| Employer contribution / active EE | $3,852 | $1,943+98.3% | $3,715+3.7% | $2,281+68.9% |
| Participant deferral / active EE | $4,709 | $4,196+12.2% | $5,696-17.3% | $3,203+47.0% |
| Admin fee / account holder | $3,394 | $3,742-9.3% | $5,517-38.5% | $4,296-21.0% |