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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 | $24,149 | $78,672-69.3% | $109,163-77.9% | $85,856-71.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.12% | 25.09%-7.0pp | 25.75%-7.6pp | 318.58%-300.5pp |
| Employer contribution / active EE | $2,199 | $2,734-19.6% | $3,723-40.9% | $2,565-14.3% |
| Participant deferral / active EE | $4,293 | $3,467+23.8% | $4,654-7.8% | $3,952+8.6% |
| Admin fee / account holder | $2,455 | $5,470-55.1% | $6,754-63.7% | $6,261-60.8% |