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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 | $29,079 | $72,273-59.8% | $101,275-71.3% | $79,856-63.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.91% | 22.30%-11.4pp | 46.48%-35.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $4,101 | $2,691+52.4% | $3,660+12.1% | $2,471+66.0% |
| Participant deferral / active EE | $3,859 | $3,282+17.6% | $4,371-11.7% | $3,741+3.2% |
| Admin fee / account holder | $990 | $4,401-77.5% | $5,948-83.3% | $5,306-81.3% |