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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 | $53,790 | $59,440-9.5% | $78,004-31.0% | $82,637-34.9% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 13.72% | 40.24%-26.5pp | 31.07%-17.4pp | 53.51%-39.8pp |
| Employer contribution / active EE | $9,298 | $1,750+431.2% | $2,469+276.6% | $2,552+264.3% |
| Participant deferral / active EE | $4,865 | $3,138+55.0% | $4,092+18.9% | $4,126+17.9% |
| Admin fee / account holder | $674 | $5,504-87.8% | $7,578-91.1% | $7,339-90.8% |