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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 | $35,343 | $87,733-59.7% | $106,555-66.8% | $85,847-58.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 16.23% | 21.86%-5.6pp | 26.80%-10.6pp | 318.61%-302.4pp |
| Employer contribution / active EE | $1,972 | $2,073-4.9% | $2,819-30.0% | $2,565-23.1% |
| Participant deferral / active EE | $3,339 | $3,469-3.7% | $4,399-24.1% | $3,952-15.5% |
| Admin fee / account holder | $2,121 | $6,767-68.7% | $7,408-71.4% | $6,261-66.1% |