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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 | $23,382 | $74,535-68.6% | $100,712-76.8% | $82,637-71.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.67% | 18.92%-3.3pp | 33.27%-17.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $3,875 | $1,503+157.8% | $2,313+67.5% | $2,552+51.8% |
| Participant deferral / active EE | $4,229 | $3,074+37.6% | $4,085+3.5% | $4,126+2.5% |
| Admin fee / account holder | $9,212 | $6,576+40.1% | $9,256-0.5% | $7,339+25.5% |