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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 | $41,793 | $39,132+6.8% | $57,196-26.9% | $62,881-33.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.85% | 9.24%-2.4pp | 14.59%-7.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,913 | $1,874+108.8% | $2,683+45.8% | $2,281+71.6% |
| Participant deferral / active EE | $2,632 | $2,374+10.9% | $3,096-15.0% | $3,203-17.8% |
| Admin fee / account holder | $4,856 | $2,594+87.2% | $3,141+54.6% | $4,296+13.1% |