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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 | $36,786 | $65,364-43.7% | $92,909-60.4% | $72,975-49.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 26.31% | 42.11%-15.8pp | 109.44%-83.1pp | 81.01%-54.7pp |
| Employer contribution / active EE | $2,764 | $2,594+6.5% | $3,653-24.3% | $2,440+13.3% |
| Participant deferral / active EE | $4,234 | $3,128+35.3% | $4,238-0.1% | $3,608+17.4% |
| Admin fee / account holder | $2,440 | $4,251-42.6% | $5,795-57.9% | $5,124-52.4% |