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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 | $23,483 | $75,541-68.9% | $152,093-84.6% | $82,637-71.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.56% | 32.56%-13.0pp | 66.36%-46.8pp | 53.51%-33.9pp |
| Employer contribution / active EE | $2,696 | $2,622+2.8% | $4,175-35.4% | $2,552+5.6% |
| Participant deferral / active EE | $5,668 | $3,206+76.8% | $5,451+4.0% | $4,126+37.4% |
| Admin fee / account holder | $1,008 | $6,405-84.3% | $14,497-93.0% | $7,339-86.3% |