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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 | $59,366 | $70,475-15.8% | $100,530-40.9% | $79,858-25.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 39.60% | 21.90%+17.7pp | 30.89%+8.7pp | 31.72%+7.9pp |
| Employer contribution / active EE | $376 | $2,165-82.6% | $3,418-89.0% | $2,471-84.8% |
| Participant deferral / active EE | $3,661 | $5,181-29.3% | $6,271-41.6% | $3,740-2.1% |
| Admin fee / account holder | $2,150 | $4,478-52.0% | $8,083-73.4% | $5,306-59.5% |