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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 | $37,617 | $58,848-36.1% | $88,179-57.3% | $82,637-54.5% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 13.80% | 22.76%-9.0pp | 64.97%-51.2pp | 53.51%-39.7pp |
| Employer contribution / active EE | $2,338 | $1,678+39.3% | $2,549-8.3% | $2,552-8.4% |
| Participant deferral / active EE | $6,373 | $3,124+104.0% | $4,614+38.1% | $4,126+54.5% |
| Admin fee / account holder | $4,156 | $4,795-13.3% | $7,673-45.8% | $7,339-43.4% |