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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 | $35,451 | $76,551-53.7% | $123,894-71.4% | $62,881-43.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.08% | 18.68%-8.6pp | 47.52%-37.4pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,480 | $2,882-14.0% | $4,617-46.3% | $2,281+8.7% |
| Participant deferral / active EE | $4,548 | $4,840-6.0% | $5,984-24.0% | $3,203+42.0% |
| Admin fee / account holder | $974 | $4,826-79.8% | $8,357-88.3% | $4,296-77.3% |