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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 | $32,228 | $106,749-69.8% | $145,433-77.8% | $82,448-60.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.27% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $6,646 | $3,444+93.0% | $4,554+45.9% | $2,551+160.5% |
| Participant deferral / active EE | $3,277 | $6,519-49.7% | $7,897-58.5% | $4,139-20.8% |
| Admin fee / account holder | $2,381 | $8,390-71.6% | $13,129-81.9% | $7,234-67.1% |