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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 | $57,618 | $39,132+47.2% | $57,196+0.7% | $62,881-8.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.59% | 9.24%-3.6pp | 14.59%-9.0pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,995 | $1,874+113.2% | $2,683+48.9% | $2,281+75.1% |
| Participant deferral / active EE | $1,111 | $2,374-53.2% | $3,096-64.1% | $3,203-65.3% |
| Admin fee / account holder | $6,511 | $2,594+151.0% | $3,141+107.3% | $4,296+51.6% |