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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 | $34,047 | $77,814-56.2% | $158,223-78.5% | $86,983-60.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 21.11% | 30.54%-9.4pp | 52.09%-31.0pp | 25.83%-4.7pp |
| Employer contribution / active EE | $3,066 | $2,592+18.3% | $4,109-25.4% | $2,584+18.6% |
| Participant deferral / active EE | $7,259 | $3,270+122.0% | $5,467+32.8% | $4,194+73.1% |
| Admin fee / account holder | $1,063 | $5,879-81.9% | $16,047-93.4% | $7,856-86.5% |