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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 | $33,778 | $78,670-57.1% | $109,173-69.1% | $85,847-60.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.40% | 25.09%-9.7pp | 25.75%-10.4pp | 318.61%-303.2pp |
| Employer contribution / active EE | $2,619 | $2,734-4.2% | $3,723-29.7% | $2,565+2.1% |
| Participant deferral / active EE | $6,006 | $3,467+73.2% | $4,654+29.1% | $3,952+52.0% |
| Admin fee / account holder | $2,223 | $5,469-59.4% | $6,755-67.1% | $6,261-64.5% |