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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 | $36,596 | $64,359-43.1% | $90,161-59.4% | $70,124-47.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.89% | 28.13%-7.2pp | 34.89%-14.0pp | 73.14%-52.3pp |
| Employer contribution / active EE | $3,478 | $2,046+70.0% | $3,318+4.8% | $2,342+48.5% |
| Participant deferral / active EE | $2,903 | $4,389-33.9% | $5,287-45.1% | $3,332-12.9% |
| Admin fee / account holder | $392 | $3,945-90.1% | $5,943-93.4% | $4,645-91.6% |