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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 | $41,588 | $45,698-9.0% | $61,048-31.9% | $72,975-43.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.3%+20.7pp | 69.5%+30.5pp |
| Annual return | 21.39% | 20.14%+1.2pp | 26.18%-4.8pp | 81.01%-59.6pp |
| Employer contribution / active EE | $6,221 | $2,803+121.9% | $3,716+67.4% | $2,440+155.0% |
| Participant deferral / active EE | $4,944 | $3,264+51.5% | $4,470+10.6% | $3,608+37.0% |
| Admin fee / account holder | $1,086 | $3,347-67.6% | $3,728-70.9% | $5,124-78.8% |