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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 | $27,609 | $45,050-38.7% | $63,018-56.2% | $70,126-60.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.07% | 18.76%+0.3pp | 87.62%-68.6pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,558 | $2,052+24.7% | $2,761-7.3% | $2,343+9.2% |
| Participant deferral / active EE | $5,985 | $2,466+142.7% | $3,330+79.8% | $3,332+79.6% |
| Admin fee / account holder | $2,182 | $2,834-23.0% | $3,601-39.4% | $4,645-53.0% |