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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 | $19,763 | $52,306-62.2% | $69,779-71.7% | $62,881-68.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 7.27% | 13.35%-6.1pp | 12.99%-5.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,571 | $1,799+154.1% | $2,338+95.5% | $2,281+100.4% |
| Participant deferral / active EE | $1,824 | $2,395-23.8% | $2,931-37.8% | $3,203-43.1% |
| Admin fee / account holder | $594 | $3,691-83.9% | $4,381-86.5% | $4,296-86.2% |