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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 | $39,723 | $43,075-7.8% | $74,577-46.7% | $62,881-36.8% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 6.89% | 17.50%-10.6pp | 20.47%-13.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,239 | $1,498+116.2% | $2,525+28.3% | $2,281+42.0% |
| Participant deferral / active EE | $4,597 | $2,389+92.4% | $3,458+32.9% | $3,203+43.5% |
| Admin fee / account holder | $5,582 | $2,840+96.5% | $4,138+34.9% | $4,296+29.9% |