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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 | $71,208-66.5% | $93,681-74.5% | $80,911-70.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.65% | 11.27%+2.4pp | 133.47%-119.8pp | 35.63%-22.0pp |
| Employer contribution / active EE | $4,797 | $1,564+206.6% | $2,422+98.1% | $2,756+74.1% |
| Participant deferral / active EE | $4,981 | $4,035+23.5% | $4,415+12.8% | $4,297+15.9% |
| Admin fee / account holder | $5,722 | $6,951-17.7% | $8,290-31.0% | $6,935-17.5% |