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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 | $23,528 | $75,541-68.9% | $152,093-84.5% | $82,637-71.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.75% | 32.56%-17.8pp | 66.36%-51.6pp | 53.51%-38.8pp |
| Employer contribution / active EE | $1,101 | $2,622-58.0% | $4,175-73.6% | $2,552-56.8% |
| Participant deferral / active EE | $3,304 | $3,206+3.1% | $5,451-39.4% | $4,126-19.9% |
| Admin fee / account holder | $5,848 | $6,405-8.7% | $14,497-59.7% | $7,339-20.3% |