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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 | $29,172 | $66,402-56.1% | $109,895-73.5% | $85,856-66.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 16.29% | 19.59%-3.3pp | 29.46%-13.2pp | 318.58%-302.3pp |
| Employer contribution / active EE | $2,351 | $1,687+39.4% | $2,843-17.3% | $2,565-8.3% |
| Participant deferral / active EE | $3,960 | $2,842+39.3% | $4,049-2.2% | $3,952+0.2% |
| Admin fee / account holder | $386 | $4,557-91.5% | $6,067-93.6% | $6,261-93.8% |