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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 | $34,398 | $76,551-55.1% | $123,894-72.2% | $62,881-45.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.71% | 18.68%-7.0pp | 47.52%-35.8pp | 20.14%-8.4pp |
| Employer contribution / active EE | $2,149 | $2,882-25.4% | $4,617-53.4% | $2,281-5.8% |
| Participant deferral / active EE | $2,670 | $4,840-44.8% | $5,984-55.4% | $3,203-16.6% |
| Admin fee / account holder | $4,441 | $4,826-8.0% | $8,357-46.9% | $4,296+3.4% |