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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 | $32,375 | $76,551-57.7% | $123,894-73.9% | $62,881-48.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.06% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,563 | $2,882-45.8% | $4,617-66.2% | $2,281-31.5% |
| Participant deferral / active EE | $2,858 | $4,840-40.9% | $5,984-52.2% | $3,203-10.8% |
| Admin fee / account holder | $2,312 | $4,826-52.1% | $8,357-72.3% | $4,296-46.2% |