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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 | $37,128 | $72,269-48.6% | $101,271-63.3% | $79,852-53.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.15% | 22.29%-9.1pp | 46.48%-33.3pp | 31.72%-18.6pp |
| Employer contribution / active EE | $2,335 | $2,692-13.3% | $3,660-36.2% | $2,471-5.5% |
| Participant deferral / active EE | $2,153 | $3,282-34.4% | $4,371-50.7% | $3,740-42.4% |
| Admin fee / account holder | $2,975 | $4,401-32.4% | $5,948-50.0% | $5,306-43.9% |