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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 | $38,612 | $106,864-63.9% | $147,318-73.8% | $82,637-53.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.03% | 27.49%-3.5pp | 70.43%-46.4pp | 53.51%-29.5pp |
| Employer contribution / active EE | $5,591 | $3,417+63.6% | $4,593+21.7% | $2,552+119.1% |
| Participant deferral / active EE | $3,856 | $6,496-40.6% | $7,906-51.2% | $4,126-6.5% |
| Admin fee / account holder | $947 | $8,415-88.7% | $13,708-93.1% | $7,339-87.1% |