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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 | $39,367 | $41,377-4.9% | $109,313-64.0% | $62,881-37.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 5.71% | 11.05%-5.3pp | 22.07%-16.4pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,655 | $1,276+29.7% | $3,892-57.5% | $2,281-27.5% |
| Participant deferral / active EE | $2,878 | $2,045+40.8% | $3,166-9.1% | $3,203-10.1% |
| Admin fee / account holder | $5,388 | $2,884+86.8% | $5,666-4.9% | $4,296+25.4% |