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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 | $21,431 | $75,541-71.6% | $152,093-85.9% | $82,637-74.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.34% | 32.56%-15.2pp | 66.36%-49.0pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,293 | $2,622-12.5% | $4,175-45.1% | $2,552-10.1% |
| Participant deferral / active EE | $2,685 | $3,206-16.2% | $5,451-50.7% | $4,126-34.9% |
| Admin fee / account holder | $3,310 | $6,405-48.3% | $14,497-77.2% | $7,339-54.9% |