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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 | $21,661 | $72,272-70.0% | $101,264-78.6% | $79,858-72.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.53% | 22.30%-4.8pp | 46.48%-29.0pp | 31.72%-14.2pp |
| Employer contribution / active EE | $4,185 | $2,692+55.5% | $3,660+14.4% | $2,471+69.4% |
| Participant deferral / active EE | $1,644 | $3,282-49.9% | $4,370-62.4% | $3,740-56.0% |
| Admin fee / account holder | $557 | $4,401-87.3% | $5,947-90.6% | $5,306-89.5% |