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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 | $37,511 | $93,063-59.7% | $153,476-75.6% | $80,911-53.6% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 17.58% | 19.95%-2.4pp | 15.66%+1.9pp | 35.63%-18.0pp |
| Employer contribution / active EE | $2,305 | $3,507-34.3% | $5,038-54.2% | $2,756-16.4% |
| Participant deferral / active EE | $2,700 | $5,180-47.9% | $6,759-60.1% | $4,297-37.2% |
| Admin fee / account holder | $748 | $8,891-91.6% | $12,729-94.1% | $6,935-89.2% |