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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 | $28,142 | $88,672-68.3% | $105,223-73.3% | $82,448-65.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 21.85% | 30.86%-9.0pp | 180.65%-158.8pp | 41.64%-19.8pp |
| Employer contribution / active EE | $2,473 | $3,048-18.8% | $3,689-32.9% | $2,551-3.0% |
| Participant deferral / active EE | $4,160 | $4,036+3.1% | $5,072-18.0% | $4,139+0.5% |
| Admin fee / account holder | $604 | $7,146-91.5% | $8,859-93.2% | $7,234-91.6% |