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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 | $38,315 | $64,359-40.5% | $90,161-57.5% | $70,126-45.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.54% | 28.13%-10.6pp | 34.89%-17.3pp | 73.15%-55.6pp |
| Employer contribution / active EE | $3,485 | $2,046+70.4% | $3,318+5.0% | $2,343+48.8% |
| Participant deferral / active EE | $7,396 | $4,389+68.5% | $5,287+39.9% | $3,332+122.0% |
| Admin fee / account holder | $1,225 | $3,945-68.9% | $5,943-79.4% | $4,645-73.6% |