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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 | $32,397 | $45,050-28.1% | $63,018-48.6% | $70,126-53.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.17% | 18.76%-3.6pp | 87.62%-72.4pp | 73.15%-58.0pp |
| Employer contribution / active EE | $2,854 | $2,052+39.1% | $2,761+3.4% | $2,343+21.8% |
| Participant deferral / active EE | $3,968 | $2,466+60.9% | $3,330+19.2% | $3,332+19.1% |
| Admin fee / account holder | $1,336 | $2,834-52.8% | $3,601-62.9% | $4,645-71.2% |