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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 | $38,211 | $91,559-58.3% | $133,971-71.5% | $79,852-52.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.06% | 61.85%-44.8pp | 45.09%-28.0pp | 31.72%-14.7pp |
| Employer contribution / active EE | $2,473 | $2,384+3.8% | $3,919-36.9% | $2,471+0.1% |
| Participant deferral / active EE | $5,266 | $3,734+41.0% | $5,047+4.3% | $3,740+40.8% |
| Admin fee / account holder | $3,925 | $6,321-37.9% | $8,929-56.0% | $5,306-26.0% |