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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 | $46,038 | $54,757-15.9% | $90,304-49.0% | $72,975-36.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.63% | 30.63%-9.0pp | 78.13%-56.5pp | 81.01%-59.4pp |
| Employer contribution / active EE | $2,942 | $2,093+40.5% | $2,855+3.0% | $2,440+20.6% |
| Participant deferral / active EE | $4,519 | $2,887+56.5% | $3,885+16.3% | $3,608+25.3% |
| Admin fee / account holder | $2,774 | $3,973-30.2% | $5,354-48.2% | $5,124-45.9% |