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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 | $43,146 | $48,078-10.3% | $78,676-45.2% | $62,881-31.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.04% | 31.36%-21.3pp | 62.19%-52.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $3,364 | $2,015+67.0% | $2,850+18.0% | $2,281+47.5% |
| Participant deferral / active EE | $2,118 | $2,587-18.1% | $3,517-39.8% | $3,203-33.9% |
| Admin fee / account holder | $1,063 | $3,206-66.8% | $4,510-76.4% | $4,296-75.2% |