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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 | $25,217 | $48,078-47.6% | $78,676-67.9% | $62,881-59.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.15% | 31.36%-25.2pp | 62.19%-56.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,448 | $2,015+21.5% | $2,850-14.1% | $2,281+7.3% |
| Participant deferral / active EE | $1,535 | $2,587-40.7% | $3,517-56.4% | $3,203-52.1% |
| Admin fee / account holder | $4,597 | $3,206+43.4% | $4,510+1.9% | $4,296+7.0% |