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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 | $38,196 | $65,364-41.6% | $92,909-58.9% | $72,975-47.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.76% | 42.11%-21.3pp | 109.44%-88.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $4,280 | $2,594+65.0% | $3,653+17.1% | $2,440+75.4% |
| Participant deferral / active EE | $5,684 | $3,128+81.7% | $4,238+34.1% | $3,608+57.6% |
| Admin fee / account holder | $1,409 | $4,251-66.9% | $5,795-75.7% | $5,124-72.5% |