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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 | $35,031 | $45,050-22.2% | $63,018-44.4% | $70,126-50.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.90% | 18.76%-5.9pp | 87.62%-74.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $2,404 | $2,052+17.2% | $2,761-12.9% | $2,343+2.6% |
| Participant deferral / active EE | $5,556 | $2,466+125.3% | $3,330+66.9% | $3,332+66.7% |
| Admin fee / account holder | $4,647 | $2,834+64.0% | $3,601+29.1% | $4,6450% |