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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 | $38,776 | $60,349-35.7% | $74,184-47.7% | $62,881-38.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.70% | 21.38%-14.7pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,202 | $1,680+31.1% | $2,370-7.1% | $2,281-3.4% |
| Participant deferral / active EE | $3,282 | $2,856+14.9% | $3,550-7.6% | $3,203+2.5% |
| Admin fee / account holder | $1,019 | $4,261-76.1% | $5,586-81.7% | $4,296-76.3% |