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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 | $40,664 | $63,082-35.5% | $81,716-50.2% | $79,852-49.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 16.44% | 22.66%-6.2pp | 29.49%-13.1pp | 31.72%-15.3pp |
| Employer contribution / active EE | $6,160 | $1,795+243.1% | $4,310+42.9% | $2,471+149.3% |
| Participant deferral / active EE | $3,972 | $2,780+42.9% | $7,108-44.1% | $3,740+6.2% |
| Admin fee / account holder | $384 | $4,428-91.3% | $5,159-92.6% | $5,306-92.8% |