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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 | $18,419 | $54,757-66.4% | $90,304-79.6% | $72,975-74.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.77% | 30.63%-11.9pp | 78.13%-59.4pp | 81.01%-62.2pp |
| Employer contribution / active EE | $3,401 | $2,093+62.5% | $2,855+19.1% | $2,440+39.4% |
| Participant deferral / active EE | $2,187 | $2,887-24.3% | $3,885-43.7% | $3,608-39.4% |
| Admin fee / account holder | $4,316 | $3,973+8.6% | $5,354-19.4% | $5,124-15.8% |