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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 | $44,628 | $39,132+14.0% | $57,196-22.0% | $62,881-29.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.86% | 9.24%-2.4pp | 14.59%-7.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,887 | $1,874+54.1% | $2,683+7.6% | $2,281+26.6% |
| Participant deferral / active EE | $4,533 | $2,374+90.9% | $3,096+46.4% | $3,203+41.5% |
| Admin fee / account holder | $4,962 | $2,594+91.3% | $3,141+58.0% | $4,296+15.5% |