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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 | $25,840 | $65,027-60.3% | $90,970-71.6% | $79,852-67.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 16.76% | 30.45%-13.7pp | 134.58%-117.8pp | 31.72%-15.0pp |
| Employer contribution / active EE | $2,603 | $1,247+108.7% | $2,122+22.7% | $2,471+5.4% |
| Participant deferral / active EE | $6,267 | $2,512+149.5% | $3,373+85.8% | $3,740+67.5% |
| Admin fee / account holder | $672 | $4,535-85.2% | $5,960-88.7% | $5,306-87.3% |