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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 | $38,678 | $86,050-55.1% | $189,758-79.6% | $94,015-58.9% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 11.33% | 17.77%-6.4pp | 52.62%-41.3pp | 17.84%-6.5pp |
| Employer contribution / active EE | $4,134 | $2,819+46.7% | $4,767-13.3% | $2,790+48.2% |
| Participant deferral / active EE | $2,370 | $3,349-29.2% | $5,856-59.5% | $4,249-44.2% |
| Admin fee / account holder | $587 | $6,627-91.1% | $20,388-97.1% | $8,951-93.4% |