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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 | $33,928 | $58,057-41.6% | $97,032-65.0% | $86,983-61.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 22.30% | 22.26%0pp | 35.38%-13.1pp | 25.83%-3.5pp |
| Employer contribution / active EE | $2,946 | $1,663+77.1% | $2,629+12.1% | $2,584+14.0% |
| Participant deferral / active EE | $6,886 | $3,244+112.3% | $4,672+47.4% | $4,194+64.2% |
| Admin fee / account holder | $2,234 | $4,839-53.8% | $9,418-76.3% | $7,856-71.6% |