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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 | $37,912 | $72,269-47.5% | $101,271-62.6% | $79,852-52.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.84% | 22.29%-2.5pp | 46.48%-26.6pp | 31.72%-11.9pp |
| Employer contribution / active EE | $1,397 | $2,692-48.1% | $3,660-61.8% | $2,471-43.4% |
| Participant deferral / active EE | $3,432 | $3,282+4.6% | $4,371-21.5% | $3,740-8.2% |
| Admin fee / account holder | $800 | $4,401-81.8% | $5,948-86.6% | $5,306-84.9% |