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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 | $33,990 | $91,559-62.9% | $133,978-74.6% | $79,856-57.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 18.71% | 61.85%-43.1pp | 45.10%-26.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $2,953 | $2,384+23.9% | $3,919-24.6% | $2,471+19.5% |
| Participant deferral / active EE | $3,160 | $3,734-15.4% | $5,047-37.4% | $3,741-15.5% |
| Admin fee / account holder | $508 | $6,321-92.0% | $8,930-94.3% | $5,306-90.4% |