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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 | $39,912 | $41,377-3.5% | $109,313-63.5% | $62,881-36.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 10.09% | 11.05%-1.0pp | 22.07%-12.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,858 | $1,276+124.0% | $3,892-26.6% | $2,281+25.3% |
| Participant deferral / active EE | $3,398 | $2,045+66.1% | $3,166+7.3% | $3,203+6.1% |
| Admin fee / account holder | $1,853 | $2,884-35.7% | $5,666-67.3% | $4,296-56.9% |