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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 | $22,876 | $58,848-61.1% | $88,179-74.1% | $82,637-72.3% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 17.19% | 22.76%-5.6pp | 64.97%-47.8pp | 53.51%-36.3pp |
| Employer contribution / active EE | $3,999 | $1,678+138.3% | $2,549+56.9% | $2,552+56.7% |
| Participant deferral / active EE | $6,349 | $3,124+103.2% | $4,614+37.6% | $4,126+53.9% |
| Admin fee / account holder | $20,671 | $4,795+331.1% | $7,673+169.4% | $7,339+181.7% |