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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 | $35,019 | $72,269-51.5% | $101,271-65.4% | $79,852-56.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 27.45% | 22.29%+5.2pp | 46.48%-19.0pp | 31.72%-4.3pp |
| Employer contribution / active EE | $2,287 | $2,692-15.0% | $3,660-37.5% | $2,471-7.4% |
| Participant deferral / active EE | $6,386 | $3,282+94.6% | $4,371+46.1% | $3,740+70.7% |
| Admin fee / account holder | $553 | $4,401-87.4% | $5,948-90.7% | $5,306-89.6% |