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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 | $50,400 | $60,349-16.5% | $74,184-32.1% | $62,881-19.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 10.29% | 21.38%-11.1pp | 17.74%-7.4pp | 20.14%-9.9pp |
| Employer contribution / active EE | $2,158 | $1,680+28.4% | $2,370-9.0% | $2,281-5.4% |
| Participant deferral / active EE | $3,254 | $2,856+13.9% | $3,550-8.3% | $3,203+1.6% |
| Admin fee / account holder | $2,842 | $4,261-33.3% | $5,586-49.1% | $4,296-33.8% |