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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 | $39,667 | $72,273-45.1% | $101,275-60.8% | $79,856-50.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.87% | 22.30%-6.4pp | 46.48%-30.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,334 | $2,691-13.3% | $3,660-36.2% | $2,471-5.6% |
| Participant deferral / active EE | $3,680 | $3,282+12.1% | $4,371-15.8% | $3,741-1.6% |
| Admin fee / account holder | $2,749 | $4,401-37.5% | $5,948-53.8% | $5,306-48.2% |