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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 | $41,608 | $48,078-13.5% | $78,676-47.1% | $62,881-33.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.75% | 31.36%-21.6pp | 62.19%-52.4pp | 20.14%-10.4pp |
| Employer contribution / active EE | $2,616 | $2,015+29.9% | $2,850-8.2% | $2,281+14.7% |
| Participant deferral / active EE | $4,587 | $2,587+77.3% | $3,517+30.4% | $3,203+43.2% |
| Admin fee / account holder | $1,565 | $3,206-51.2% | $4,510-65.3% | $4,296-63.6% |