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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 | $45,351 | $71,197-36.3% | $93,669-51.6% | $80,925-44.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 16.47% | 11.27%+5.2pp | 133.59%-117.1pp | 35.65%-19.2pp |
| Employer contribution / active EE | $3,238 | $1,565+106.9% | $2,424+33.6% | $2,756+17.5% |
| Participant deferral / active EE | $6,619 | $4,036+64.0% | $4,416+49.9% | $4,299+54.0% |
| Admin fee / account holder | $1,075 | $6,959-84.5% | $8,291-87.0% | $6,940-84.5% |