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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 | $40,566 | $67,602-40.0% | $82,312-50.7% | $70,126-42.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.88% | 21.57%-5.7pp | 25.88%-10.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $7,155 | $1,755+307.7% | $2,428+194.6% | $2,343+205.4% |
| Participant deferral / active EE | $6,636 | $2,987+122.1% | $3,706+79.0% | $3,332+99.2% |
| Admin fee / account holder | $2,315 | $4,512-48.7% | $5,608-58.7% | $4,645-50.2% |