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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 | $29,013 | $69,590-58.3% | $136,867-78.8% | $94,015-69.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 14.00% | 19.62%-5.6pp | 42.97%-29.0pp | 17.84%-3.8pp |
| Employer contribution / active EE | $3,179 | $2,396+32.6% | $3,547-10.4% | $2,790+13.9% |
| Participant deferral / active EE | $3,374 | $3,437-1.8% | $4,924-31.5% | $4,249-20.6% |
| Admin fee / account holder | $550 | $8,912-93.8% | $10,340-94.7% | $8,951-93.9% |