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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 | $34,461 | $59,839-42.4% | $81,991-58.0% | $79,852-56.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 23.68% | 17.56%+6.1pp | 41.31%-17.6pp | 31.72%-8.0pp |
| Employer contribution / active EE | $1,356 | $1,713-20.9% | $2,498-45.7% | $2,471-45.1% |
| Participant deferral / active EE | $4,020 | $2,695+49.2% | $3,722+8.0% | $3,740+7.5% |
| Admin fee / account holder | $379 | $4,287-91.2% | $5,665-93.3% | $5,306-92.9% |