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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 | $26,889 | $47,922-43.9% | $75,901-64.6% | $65,185-58.8% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 22.01% | 24.12%-2.1pp | 30.76%-8.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $3,210 | $1,557+106.1% | $2,501+28.3% | $2,177+47.5% |
| Participant deferral / active EE | $2,067 | $2,550-19.0% | $3,603-42.6% | $3,514-41.2% |
| Admin fee / account holder | $3,481 | $532+554.9% | $5,420-35.8% | $847+310.9% |