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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 | $40,702 | $43,344-6.1% | $59,899-32.0% | $64,173-36.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 11.72% | -1.55%+13.3pp | 3.46%+8.3pp | 7.63%+4.1pp |
| Employer contribution / active EE | $5,294 | $2,030+160.8% | $2,723+94.4% | $2,381+122.3% |
| Participant deferral / active EE | $4,784 | $2,547+87.8% | $3,402+40.6% | $3,470+37.9% |
| Admin fee / account holder | $1,181 | $3,008-60.7% | $3,592-67.1% | $4,887-75.8% |