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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 | $38,812 | $96,233-59.7% | $137,474-71.8% | $94,015-58.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 83.5%+16.5pp | 70.8%+29.2pp |
| Annual return | 19.07% | 16.05%+3.0pp | 11.53%+7.5pp | 17.84%+1.2pp |
| Employer contribution / active EE | $1,833 | $3,713-50.6% | $5,048-63.7% | $2,790-34.3% |
| Participant deferral / active EE | $3,058 | $5,018-39.0% | $6,155-50.3% | $4,249-28.0% |
| Admin fee / account holder | $2,276 | $7,029-67.6% | $10,602-78.5% | $8,951-74.6% |