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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 | $21,038 | $54,763-61.6% | $90,324-76.7% | $72,976-71.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.61% | 30.63%-13.0pp | 78.15%-60.5pp | 81.02%-63.4pp |
| Employer contribution / active EE | $1,263 | $2,093-39.6% | $2,856-55.8% | $2,440-48.2% |
| Participant deferral / active EE | $3,062 | $2,887+6.1% | $3,885-21.2% | $3,608-15.1% |
| Admin fee / account holder | $5,003 | $3,973+25.9% | $5,356-6.6% | $5,124-2.4% |