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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 | $38,509 | $39,132-1.6% | $57,196-32.7% | $62,881-38.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 8.47% | 9.24%-0.8pp | 14.59%-6.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,465 | $1,874+84.9% | $2,683+29.1% | $2,281+51.9% |
| Participant deferral / active EE | $4,582 | $2,374+93.0% | $3,096+48.0% | $3,203+43.1% |
| Admin fee / account holder | $11,913 | $2,594+359.2% | $3,141+279.3% | $4,296+177.3% |