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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 | $38,903 | $45,041-13.6% | $63,003-38.3% | $70,131-44.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.63% | 18.76%-5.1pp | 87.59%-74.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $2,107 | $2,052+2.7% | $2,760-23.7% | $2,342-10.1% |
| Participant deferral / active EE | $4,916 | $2,465+99.4% | $3,329+47.7% | $3,332+47.6% |
| Admin fee / account holder | $420 | $2,836-85.2% | $3,600-88.3% | $4,645-91.0% |