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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 | $37,651 | $54,763-31.2% | $90,324-58.3% | $72,976-48.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 26.12% | 30.63%-4.5pp | 78.15%-52.0pp | 81.02%-54.9pp |
| Employer contribution / active EE | $2,028 | $2,093-3.1% | $2,856-29.0% | $2,440-16.9% |
| Participant deferral / active EE | $2,156 | $2,887-25.3% | $3,885-44.5% | $3,608-40.2% |
| Admin fee / account holder | $971 | $3,973-75.6% | $5,356-81.9% | $5,124-81.0% |