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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 | $36,679 | $41,377-11.4% | $109,313-66.4% | $62,881-41.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 15.13% | 11.05%+4.1pp | 22.07%-6.9pp | 20.14%-5.0pp |
| Employer contribution / active EE | $1,007 | $1,276-21.1% | $3,892-74.1% | $2,281-55.8% |
| Participant deferral / active EE | $2,786 | $2,045+36.2% | $3,166-12.0% | $3,203-13.0% |
| Admin fee / account holder | $4,442 | $2,884+54.0% | $5,666-21.6% | $4,296+3.4% |