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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 | $28,522 | $56,894-49.9% | $84,753-66.3% | $62,881-54.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.69% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.5pp |
| Employer contribution / active EE | $4,117 | $2,400+71.6% | $3,574+15.2% | $2,281+80.5% |
| Participant deferral / active EE | $2,101 | $2,709-22.4% | $3,712-43.4% | $3,203-34.4% |
| Admin fee / account holder | $11,092 | $3,581+209.8% | $5,333+108.0% | $4,296+158.2% |