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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 | $38,030 | $96,558-60.6% | $80,977-53.0% | $273,972-86.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.26% | 15.14%-0.9pp | 17.11%-2.8pp | 41.46%-27.2pp |
| Employer contribution / active EE | $3,153 | $4,869-35.2% | $3,715-15.1% | $4,869-35.2% |
| Participant deferral / active EE | $2,600 | $6,598-60.6% | $5,696-54.4% | $5,287-50.8% |
| Admin fee / account holder | $1,047 | $7,493-86.0% | $5,517-81.0% | $10,133-89.7% |