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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 | $31,523 | $73,787-57.3% | $98,716-68.1% | $82,448-61.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 22.06% | 18.57%+3.5pp | 31.81%-9.8pp | 41.64%-19.6pp |
| Employer contribution / active EE | $3,445 | $1,511+127.9% | $2,279+51.2% | $2,551+35.0% |
| Participant deferral / active EE | $8,007 | $3,081+159.8% | $4,048+97.8% | $4,139+93.4% |
| Admin fee / account holder | $1,858 | $6,500-71.4% | $8,703-78.7% | $7,234-74.3% |