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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 | $37,212 | $50,175-25.8% | $99,475-62.6% | $65,185-42.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 24.73% | 25.36%-0.6pp | 30.72%-6.0pp | 29.38%-4.7pp |
| Employer contribution / active EE | $2,564 | $1,496+71.4% | $2,540+0.9% | $2,177+17.8% |
| Participant deferral / active EE | $2,899 | $2,748+5.5% | $3,619-19.9% | $3,514-17.5% |
| Admin fee / account holder | $1,306 | $398+228.5% | $6,252-79.1% | $847+54.1% |