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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 | $32,642 | $81,446-59.9% | $103,374-68.4% | $80,874-59.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.51% | 25.57%-14.1pp | 24.89%-13.4pp | 35.62%-24.1pp |
| Employer contribution / active EE | $3,487 | $3,107+12.2% | $3,869-9.9% | $2,756+26.5% |
| Participant deferral / active EE | $3,600 | $3,870-7.0% | $5,058-28.8% | $4,297-16.2% |
| Admin fee / account holder | $8,752 | $6,715+30.3% | $8,394+4.3% | $6,935+26.2% |