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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 | $24,735 | $93,064-73.4% | $74,577-66.8% | $273,972-91.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.66% | 26.18%-19.5pp | 20.47%-13.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,927 | $3,160-39.0% | $2,525-23.7% | $4,869-60.4% |
| Participant deferral / active EE | $6,270 | $4,160+50.7% | $3,458+81.3% | $5,287+18.6% |
| Admin fee / account holder | $541 | $5,273-89.7% | $4,138-86.9% | $10,133-94.7% |