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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 | $23,840 | $56,054-57.5% | $171,082-86.1% | $62,881-62.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 8.71% | 22.52%-13.8pp | 32.56%-23.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,317 | $1,731+149.4% | $4,002+7.9% | $2,281+89.3% |
| Participant deferral / active EE | $4,025 | $3,158+27.5% | $4,797-16.1% | $3,203+25.7% |
| Admin fee / account holder | $386 | $3,647-89.4% | $8,520-95.5% | $4,296-91.0% |