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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 | $23,848 | $71,197-66.5% | $93,669-74.5% | $80,925-70.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.65% | 11.27%+2.4pp | 133.59%-119.9pp | 35.65%-22.0pp |
| Employer contribution / active EE | $4,797 | $1,565+206.6% | $2,424+97.9% | $2,756+74.0% |
| Participant deferral / active EE | $4,981 | $4,036+23.4% | $4,416+12.8% | $4,299+15.9% |
| Admin fee / account holder | $5,722 | $6,959-17.8% | $8,291-31.0% | $6,940-17.5% |