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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 | $36,323 | $45,050-19.4% | $63,018-42.4% | $70,126-48.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.30% | 18.76%-2.5pp | 87.62%-71.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $2,728 | $2,052+33.0% | $2,761-1.2% | $2,343+16.5% |
| Participant deferral / active EE | $4,176 | $2,466+69.4% | $3,330+25.4% | $3,332+25.4% |
| Admin fee / account holder | $4,529 | $2,834+59.8% | $3,601+25.8% | $4,645-2.5% |