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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 | $45,324 | $56,894-20.3% | $84,753-46.5% | $62,881-27.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.02% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $6,678 | $2,400+178.3% | $3,574+86.8% | $2,281+192.8% |
| Participant deferral / active EE | $3,920 | $2,709+44.7% | $3,712+5.6% | $3,203+22.4% |
| Admin fee / account holder | $3,483 | $3,581-2.7% | $5,333-34.7% | $4,296-18.9% |