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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 | $27,250 | $78,670-65.4% | $109,173-75.0% | $85,847-68.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.92% | 25.09%-8.2pp | 25.75%-8.8pp | 318.61%-301.7pp |
| Employer contribution / active EE | $2,133 | $2,734-22.0% | $3,723-42.7% | $2,565-16.8% |
| Participant deferral / active EE | $4,815 | $3,467+38.9% | $4,654+3.5% | $3,952+21.8% |
| Admin fee / account holder | $2,081 | $5,469-61.9% | $6,755-69.2% | $6,261-66.8% |