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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 | $33,510 | $48,078-30.3% | $78,676-57.4% | $62,881-46.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.03% | 31.36%-25.3pp | 62.19%-56.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,082 | $2,015+3.3% | $2,850-27.0% | $2,281-8.7% |
| Participant deferral / active EE | $2,295 | $2,587-11.3% | $3,517-34.7% | $3,203-28.3% |
| Admin fee / account holder | $1,246 | $3,206-61.1% | $4,510-72.4% | $4,296-71.0% |