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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 | $66,326 | $69,444-4.5% | $92,985-28.7% | $87,485-24.2% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 14.44% | 23.85%-9.4pp | 27.99%-13.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $2,594 | $1,917+35.3% | $2,662-2.5% | $2,596-0.1% |
| Participant deferral / active EE | $4,879 | $3,364+45.0% | $4,377+11.5% | $4,274+14.2% |
| Admin fee / account holder | $1,821 | $6,137-70.3% | $9,463-80.8% | $7,775-76.6% |