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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 | $37,395 | $124,425-69.9% | $112,040-66.6% | $137,256-72.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.51% | 24.72%-3.2pp | 24.52%-3.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,680 | $3,411-50.8% | $2,954-43.1% | $4,156-59.6% |
| Participant deferral / active EE | $5,030 | $5,718-12.0% | $5,098-1.3% | $6,407-21.5% |
| Admin fee / account holder | $2,828 | $15,207-81.4% | $12,098-76.6% | $12,270-77.0% |