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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 | $38,035 | $45,050-15.6% | $63,018-39.6% | $70,126-45.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.31% | 18.76%-5.5pp | 87.62%-74.3pp | 73.15%-59.8pp |
| Employer contribution / active EE | $2,851 | $2,052+38.9% | $2,761+3.3% | $2,343+21.7% |
| Participant deferral / active EE | $3,585 | $2,466+45.4% | $3,330+7.7% | $3,332+7.6% |
| Admin fee / account holder | $2,608 | $2,834-8.0% | $3,601-27.6% | $4,645-43.9% |