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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 | $96,052-59.6% | $118,106-67.1% | $87,485-55.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.9%+18.1pp | 68.9%+31.1pp |
| Annual return | 19.07% | 24.16%-5.1pp | 19.44%-0.4pp | 26.06%-7.0pp |
| Employer contribution / active EE | $1,833 | $3,939-53.5% | $4,698-61.0% | $2,596-29.4% |
| Participant deferral / active EE | $3,058 | $5,793-47.2% | $6,619-53.8% | $4,274-28.4% |
| Admin fee / account holder | $2,276 | $7,618-70.1% | $8,973-74.6% | $7,775-70.7% |