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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 | $31,600 | $45,050-29.9% | $63,018-49.9% | $70,126-54.9% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.78% | 18.76%-4.0pp | 87.62%-72.8pp | 73.15%-58.4pp |
| Employer contribution / active EE | $2,166 | $2,052+5.5% | $2,761-21.6% | $2,343-7.6% |
| Participant deferral / active EE | $3,929 | $2,466+59.4% | $3,330+18.0% | $3,332+17.9% |
| Admin fee / account holder | $2,762 | $2,834-2.5% | $3,601-23.3% | $4,645-40.5% |