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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 | $34,529 | $76,551-54.9% | $123,894-72.1% | $62,881-45.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.93% | 18.68%-11.7pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $6,545 | $2,882+127.1% | $4,617+41.8% | $2,281+186.9% |
| Participant deferral / active EE | $5,603 | $4,840+15.8% | $5,984-6.4% | $3,203+74.9% |
| Admin fee / account holder | $1,184 | $4,826-75.5% | $8,357-85.8% | $4,296-72.4% |