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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 | $30,844 | $63,082-51.1% | $81,726-62.3% | $79,856-61.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 15.01% | 22.66%-7.7pp | 29.49%-14.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $8,181 | $1,795+355.7% | $4,311+89.8% | $2,471+231.0% |
| Participant deferral / active EE | $6,871 | $2,780+147.1% | $7,108-3.3% | $3,741+83.7% |
| Admin fee / account holder | $1,016 | $4,428-77.1% | $5,160-80.3% | $5,306-80.9% |