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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 | $30,242 | $54,757-44.8% | $90,300-66.5% | $72,983-58.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 37.75% | 30.63%+7.1pp | 78.11%-40.4pp | 81.01%-43.3pp |
| Employer contribution / active EE | $2,041 | $2,092-2.4% | $2,854-28.5% | $2,440-16.3% |
| Participant deferral / active EE | $2,632 | $2,887-8.8% | $3,884-32.2% | $3,608-27.0% |
| Admin fee / account holder | $3,321 | $3,972-16.4% | $5,353-38.0% | $5,124-35.2% |