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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 | $43,091 | $45,079-4.4% | $69,461-38.0% | $72,983-41.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 21.94% | 22.65%-0.7pp | 28.97%-7.0pp | 81.01%-59.1pp |
| Employer contribution / active EE | $4,996 | $2,055+143.1% | $2,779+79.7% | $2,440+104.7% |
| Participant deferral / active EE | $3,225 | $2,603+23.9% | $3,536-8.8% | $3,608-10.6% |
| Admin fee / account holder | $2,924 | $3,056-4.3% | $3,840-23.8% | $5,124-42.9% |