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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 | $28,401 | $48,076-40.9% | $78,690-63.9% | $62,891-54.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.36% | 31.35%-21.0pp | 62.18%-51.8pp | 20.14%-9.8pp |
| Employer contribution / active EE | $3,134 | $2,015+55.5% | $2,851+9.9% | $2,281+37.4% |
| Participant deferral / active EE | $4,814 | $2,588+86.0% | $3,517+36.9% | $3,203+50.3% |
| Admin fee / account holder | $2,988 | $3,207-6.8% | $4,511-33.7% | $4,296-30.4% |