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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 | $25,074 | $75,541-66.8% | $152,093-83.5% | $82,637-69.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 24.26% | 32.56%-8.3pp | 66.36%-42.1pp | 53.51%-29.2pp |
| Employer contribution / active EE | $4,455 | $2,622+69.9% | $4,175+6.7% | $2,552+74.6% |
| Participant deferral / active EE | $7,589 | $3,206+136.7% | $5,451+39.2% | $4,126+83.9% |
| Admin fee / account holder | $1,320 | $6,405-79.4% | $14,497-90.9% | $7,339-82.0% |