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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 | $43,413 | $76,551-43.3% | $123,894-65.0% | $62,881-31.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.04% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,932 | $2,882+1.7% | $4,617-36.5% | $2,281+28.5% |
| Participant deferral / active EE | $7,303 | $4,840+50.9% | $5,984+22.0% | $3,203+128.0% |
| Admin fee / account holder | $4,169 | $4,826-13.6% | $8,357-50.1% | $4,296-3.0% |