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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 | $22,498 | $72,273-68.9% | $101,275-77.8% | $79,856-71.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 25.86% | 22.30%+3.6pp | 46.48%-20.6pp | 31.71%-5.9pp |
| Employer contribution / active EE | $2,719 | $2,691+1.0% | $3,660-25.7% | $2,471+10.0% |
| Participant deferral / active EE | $6,252 | $3,282+90.5% | $4,371+43.0% | $3,741+67.1% |
| Admin fee / account holder | $315 | $4,401-92.8% | $5,948-94.7% | $5,306-94.1% |