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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 | $52,664 | $53,774-2.1% | $134,162-60.7% | $79,856-34.1% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.94% | 19.01%-3.1pp | 36.35%-20.4pp | 31.71%-15.8pp |
| Employer contribution / active EE | $773 | $1,322-41.5% | $3,705-79.1% | $2,471-68.7% |
| Participant deferral / active EE | $5,104 | $2,420+110.9% | $3,500+45.9% | $3,741+36.5% |
| Admin fee / account holder | $1,372 | $3,985-65.6% | $6,685-79.5% | $5,306-74.1% |