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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 | $35,515 | $45,050-21.2% | $63,018-43.6% | $70,126-49.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.53% | 18.76%+0.8pp | 87.62%-68.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $2,641 | $2,052+28.7% | $2,761-4.3% | $2,343+12.8% |
| Participant deferral / active EE | $6,653 | $2,466+169.8% | $3,330+99.8% | $3,332+99.7% |
| Admin fee / account holder | $854 | $2,834-69.9% | $3,601-76.3% | $4,645-81.6% |