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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 | $45,531 | $45,043+1.1% | $63,005-27.7% | $70,124-35.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.65% | 18.76%-5.1pp | 87.59%-73.9pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,490 | $2,052-27.4% | $2,760-46.0% | $2,342-36.4% |
| Participant deferral / active EE | $1,490 | $2,466-39.5% | $3,329-55.2% | $3,332-55.3% |
| Admin fee / account holder | $3,637 | $2,833+28.4% | $3,599+1.1% | $4,645-21.7% |