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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 | $23,500 | $43,075-45.4% | $74,577-68.5% | $62,881-62.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 9.44% | 17.50%-8.1pp | 20.47%-11.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $6,815 | $1,498+355.1% | $2,525+169.9% | $2,281+198.8% |
| Participant deferral / active EE | $5,581 | $2,389+133.6% | $3,458+61.4% | $3,203+74.2% |
| Admin fee / account holder | $454 | $2,840-84.0% | $4,138-89.0% | $4,296-89.4% |