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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 | $26,071 | $86,050-69.7% | $189,758-86.3% | $94,015-72.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 12.32% | 17.77%-5.4pp | 52.62%-40.3pp | 17.84%-5.5pp |
| Employer contribution / active EE | $4,572 | $2,819+62.2% | $4,767-4.1% | $2,790+63.9% |
| Participant deferral / active EE | $3,484 | $3,349+4.0% | $5,856-40.5% | $4,249-18.0% |
| Admin fee / account holder | $2,332 | $6,627-64.8% | $20,388-88.6% | $8,951-74.0% |