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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 | $45,597 | $76,551-40.4% | $123,894-63.2% | $62,881-27.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.34% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $3,695 | $2,882+28.2% | $4,617-20.0% | $2,281+62.0% |
| Participant deferral / active EE | $6,391 | $4,840+32.1% | $5,984+6.8% | $3,203+99.5% |
| Admin fee / account holder | $1,573 | $4,826-67.4% | $8,357-81.2% | $4,296-63.4% |