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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 | $29,812 | $77,472-61.5% | $100,415-70.3% | $80,959-63.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 16.65% | 37.26%-20.6pp | 49.47%-32.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $3,240 | $2,800+15.7% | $3,943-17.8% | $2,757+17.5% |
| Participant deferral / active EE | $7,272 | $6,818+6.7% | $8,091-10.1% | $4,300+69.1% |
| Admin fee / account holder | $696 | $5,885-88.2% | $7,906-91.2% | $6,925-90.0% |