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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 | $36,415 | $39,132-6.9% | $57,196-36.3% | $62,881-42.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 9.59% | 9.24%+0.3pp | 14.59%-5.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $3,722 | $1,874+98.6% | $2,683+38.7% | $2,281+63.2% |
| Participant deferral / active EE | $2,261 | $2,374-4.8% | $3,096-27.0% | $3,203-29.4% |
| Admin fee / account holder | $20,684 | $2,594+697.4% | $3,141+558.6% | $4,296+381.5% |