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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 | $38,594 | $57,065-32.4% | $75,670-49.0% | $70,131-45.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 19.18% | 23.57%-4.4pp | 27.34%-8.2pp | 73.14%-54.0pp |
| Employer contribution / active EE | $6,870 | $1,817+278.2% | $2,352+192.1% | $2,342+193.3% |
| Participant deferral / active EE | $3,274 | $2,580+26.9% | $3,142+4.2% | $3,332-1.7% |
| Admin fee / account holder | $4,980 | $3,825+30.2% | $5,800-14.1% | $4,645+7.2% |