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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 | $46,631 | $114,712-59.3% | $173,730-73.2% | $87,485-46.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 35.86% | 20.18%+15.7pp | 19.96%+15.9pp | 26.06%+9.8pp |
| Employer contribution / active EE | $3,041 | $2,904+4.7% | $4,577-33.6% | $2,596+17.1% |
| Participant deferral / active EE | $5,948 | $4,642+28.2% | $6,326-6.0% | $4,274+39.2% |
| Admin fee / account holder | $1,602 | $10,210-84.3% | $17,523-90.9% | $7,775-79.4% |