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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 | $27,607 | $81,504-66.1% | $102,437-73.0% | $80,959-65.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 41.92% | 25.60%+16.3pp | 24.95%+17.0pp | 35.67%+6.2pp |
| Employer contribution / active EE | $2,395 | $3,104-22.8% | $3,871-38.1% | $2,757-13.1% |
| Participant deferral / active EE | $5,185 | $3,871+33.9% | $5,060+2.5% | $4,300+20.6% |
| Admin fee / account holder | $7,144 | $6,719+6.3% | $8,388-14.8% | $6,925+3.2% |