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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 | $42,360 | $45,041-6.0% | $63,003-32.8% | $70,131-39.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.20% | 18.76%-4.6pp | 87.59%-73.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $4,412 | $2,052+115.0% | $2,760+59.8% | $2,342+88.3% |
| Participant deferral / active EE | $4,816 | $2,465+95.3% | $3,329+44.7% | $3,332+44.5% |
| Admin fee / account holder | $1,211 | $2,836-57.3% | $3,600-66.4% | $4,645-73.9% |