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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 | $39,314 | $56,894-30.9% | $84,753-53.6% | $62,881-37.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.26% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,885 | $2,400-21.5% | $3,574-47.3% | $2,281-17.4% |
| Participant deferral / active EE | $4,046 | $2,709+49.3% | $3,712+9.0% | $3,203+26.3% |
| Admin fee / account holder | $10,368 | $3,581+189.5% | $5,333+94.4% | $4,296+141.4% |