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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 | $26,857 | $65,364-58.9% | $92,909-71.1% | $72,975-63.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.92% | 42.11%-22.2pp | 109.44%-89.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $4,337 | $2,594+67.2% | $3,653+18.7% | $2,440+77.7% |
| Participant deferral / active EE | $4,392 | $3,128+40.4% | $4,238+3.6% | $3,608+21.7% |
| Admin fee / account holder | $1,946 | $4,251-54.2% | $5,795-66.4% | $5,124-62.0% |