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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 | $38,648 | $39,132-1.2% | $57,196-32.4% | $62,881-38.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 11.47% | 9.24%+2.2pp | 14.59%-3.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $2,199 | $1,874+17.4% | $2,683-18.0% | $2,281-3.6% |
| Participant deferral / active EE | $2,318 | $2,374-2.4% | $3,096-25.1% | $3,203-27.6% |
| Admin fee / account holder | $4,454 | $2,594+71.7% | $3,141+41.8% | $4,296+3.7% |