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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 | $40,763 | $81,504-50.0% | $102,437-60.2% | $80,959-49.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 24.86% | 25.60%-0.7pp | 24.95%-0.1pp | 35.67%-10.8pp |
| Employer contribution / active EE | $7,026 | $3,104+126.4% | $3,871+81.5% | $2,757+154.8% |
| Participant deferral / active EE | $3,729 | $3,871-3.7% | $5,060-26.3% | $4,300-13.3% |
| Admin fee / account holder | $449 | $6,719-93.3% | $8,388-94.6% | $6,925-93.5% |