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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 | $25,645 | $76,551-66.5% | $123,894-79.3% | $62,881-59.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.62% | 18.68%-9.1pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,332 | $2,882-53.8% | $4,617-71.1% | $2,281-41.6% |
| Participant deferral / active EE | $7,034 | $4,840+45.3% | $5,984+17.5% | $3,203+119.6% |
| Admin fee / account holder | $2,409 | $4,826-50.1% | $8,357-71.2% | $4,296-43.9% |