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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 | $52,242 | $39,128+33.5% | $57,196-8.7% | $62,881-16.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.29% | 9.24%-2.0pp | 14.59%-7.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,405 | $1,874-25.0% | $2,683-47.6% | $2,281-38.4% |
| Participant deferral / active EE | $1,394 | $2,374-41.3% | $3,096-55.0% | $3,203-56.5% |
| Admin fee / account holder | $2,920 | $2,594+12.6% | $3,141-7.0% | $4,296-32.0% |