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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 | $41,051 | $52,580-21.9% | $71,671-42.7% | $70,126-41.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 24.06% | 20.25%+3.8pp | 20.65%+3.4pp | 73.15%-49.1pp |
| Employer contribution / active EE | $3,195 | $1,616+97.7% | $2,460+29.9% | $2,343+36.4% |
| Participant deferral / active EE | $3,530 | $2,386+47.9% | $3,438+2.7% | $3,332+5.9% |
| Admin fee / account holder | $3,402 | $3,653-6.9% | $5,558-38.8% | $4,645-26.8% |