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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 | $46,546 | $56,287-17.3% | $80,977-42.5% | $62,881-26.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 20.81% | 22.13%-1.3pp | 17.11%+3.7pp | 20.14%+0.7pp |
| Employer contribution / active EE | $2,660 | $1,943+36.9% | $3,715-28.4% | $2,281+16.6% |
| Participant deferral / active EE | $3,598 | $4,196-14.2% | $5,696-36.8% | $3,203+12.3% |
| Admin fee / account holder | $1,524 | $3,742-59.3% | $5,517-72.4% | $4,296-64.5% |