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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 | $93,057-59.7% | $153,500-75.6% | $80,925-53.6% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 17.58% | 19.96%-2.4pp | 15.70%+1.9pp | 35.65%-18.1pp |
| Employer contribution / active EE | $2,305 | $3,507-34.3% | $5,039-54.3% | $2,756-16.4% |
| Participant deferral / active EE | $2,700 | $5,179-47.9% | $6,756-60.0% | $4,299-37.2% |
| Admin fee / account holder | $748 | $8,885-91.6% | $12,736-94.1% | $6,940-89.2% |