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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 | $23,283 | $88,996-73.8% | $78,004-70.2% | $138,895-83.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 18.75% | 28.03%-9.3pp | 31.07%-12.3pp | 145.39%-126.6pp |
| Employer contribution / active EE | $3,051 | $2,917+4.6% | $2,469+23.6% | $4,194-27.2% |
| Participant deferral / active EE | $6,445 | $4,724+36.4% | $4,092+57.5% | $6,396+0.8% |
| Admin fee / account holder | $645 | $8,807-92.7% | $7,578-91.5% | $12,562-94.9% |