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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 | $30,628 | $72,273-57.6% | $101,275-69.8% | $79,856-61.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.16% | 22.30%-3.1pp | 46.48%-27.3pp | 31.71%-12.5pp |
| Employer contribution / active EE | $4,401 | $2,691+63.5% | $3,660+20.3% | $2,471+78.1% |
| Participant deferral / active EE | $3,741 | $3,282+14.0% | $4,371-14.4% | $3,7410% |
| Admin fee / account holder | $1,540 | $4,401-65.0% | $5,948-74.1% | $5,306-71.0% |