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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 | $22,892 | $58,493-60.9% | $84,023-72.8% | $72,976-68.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.93% | 28.93%-8.0pp | 71.32%-50.4pp | 81.02%-60.1pp |
| Employer contribution / active EE | $3,108 | $1,163+167.2% | $1,984+56.6% | $2,440+27.4% |
| Participant deferral / active EE | $1,860 | $2,394-22.3% | $3,239-42.6% | $3,608-48.4% |
| Admin fee / account holder | $1,616 | $4,569-64.6% | $6,102-73.5% | $5,124-68.5% |