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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 | $34,279 | $76,551-55.2% | $123,894-72.3% | $62,881-45.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.46% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $3,387 | $2,882+17.5% | $4,617-26.6% | $2,281+48.5% |
| Participant deferral / active EE | $2,276 | $4,840-53.0% | $5,984-62.0% | $3,203-28.9% |
| Admin fee / account holder | $1,193 | $4,826-75.3% | $8,357-85.7% | $4,296-72.2% |