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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 | $25,770 | $72,273-64.3% | $101,275-74.6% | $79,856-67.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.34% | 22.30%-2.0pp | 46.48%-26.1pp | 31.71%-11.4pp |
| Employer contribution / active EE | $2,774 | $2,691+3.1% | $3,660-24.2% | $2,471+12.3% |
| Participant deferral / active EE | $3,339 | $3,282+1.7% | $4,371-23.6% | $3,741-10.7% |
| Admin fee / account holder | $1,130 | $4,401-74.3% | $5,948-81.0% | $5,306-78.7% |