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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 | $28,164 | $54,763-48.6% | $90,324-68.8% | $72,976-61.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 30.13% | 30.63%-0.5pp | 78.15%-48.0pp | 81.02%-50.9pp |
| Employer contribution / active EE | $2,509 | $2,093+19.9% | $2,856-12.1% | $2,440+2.8% |
| Participant deferral / active EE | $5,153 | $2,887+78.5% | $3,885+32.6% | $3,608+42.8% |
| Admin fee / account holder | $2,583 | $3,973-35.0% | $5,356-51.8% | $5,124-49.6% |