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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 | $35,322 | $54,757-35.5% | $90,300-60.9% | $72,983-51.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 31.09% | 30.63%+0.5pp | 78.11%-47.0pp | 81.01%-49.9pp |
| Employer contribution / active EE | $4,573 | $2,092+118.5% | $2,854+60.2% | $2,440+87.4% |
| Participant deferral / active EE | $3,971 | $2,887+37.6% | $3,884+2.2% | $3,608+10.1% |
| Admin fee / account holder | $1,802 | $3,972-54.6% | $5,353-66.3% | $5,124-64.8% |