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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 | $38,299 | $45,041-15.0% | $63,003-39.2% | $70,131-45.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.38% | 18.76%-5.4pp | 87.59%-74.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $2,920 | $2,052+42.3% | $2,760+5.8% | $2,342+24.6% |
| Participant deferral / active EE | $2,724 | $2,465+10.5% | $3,329-18.2% | $3,332-18.2% |
| Admin fee / account holder | $851 | $2,836-70.0% | $3,600-76.4% | $4,645-81.7% |