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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 | $14,140 | $57,590-75.4% | $86,233-83.6% | $82,448-82.8% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 19.28% | 22.41%-3.1pp | 61.39%-42.1pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,090 | $1,655+26.3% | $2,504-16.5% | $2,551-18.1% |
| Participant deferral / active EE | $3,406 | $3,080+10.6% | $4,559-25.3% | $4,139-17.7% |
| Admin fee / account holder | $7,706 | $4,730+62.9% | $8,342-7.6% | $7,234+6.5% |