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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 | $27,754 | $75,541-63.3% | $152,093-81.8% | $82,637-66.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.54% | 32.56%-16.0pp | 66.36%-49.8pp | 53.51%-37.0pp |
| Employer contribution / active EE | $1,228 | $2,622-53.2% | $4,175-70.6% | $2,552-51.9% |
| Participant deferral / active EE | $3,825 | $3,206+19.3% | $5,451-29.8% | $4,126-7.3% |
| Admin fee / account holder | $4,749 | $6,405-25.9% | $14,497-67.2% | $7,339-35.3% |