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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 | $37,057 | $60,349-38.6% | $74,184-50.0% | $62,881-41.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.49% | 21.38%-13.9pp | 17.74%-10.2pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,069 | $1,680+23.1% | $2,370-12.7% | $2,281-9.3% |
| Participant deferral / active EE | $4,003 | $2,856+40.1% | $3,550+12.8% | $3,203+25.0% |
| Admin fee / account holder | $2,237 | $4,261-47.5% | $5,586-60.0% | $4,296-47.9% |