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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 | $30,963 | $101,795-69.6% | $165,100-81.2% | $80,959-61.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 23.08% | 16.73%+6.4pp | 70.21%-47.1pp | 35.67%-12.6pp |
| Employer contribution / active EE | $1,279 | $2,954-56.7% | $4,348-70.6% | $2,757-53.6% |
| Participant deferral / active EE | $2,497 | $4,476-44.2% | $6,035-58.6% | $4,300-41.9% |
| Admin fee / account holder | $741 | $8,221-91.0% | $12,696-94.2% | $6,925-89.3% |