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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 | $46,979 | $39,132+20.1% | $57,196-17.9% | $62,881-25.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.26% | 9.24%-3.0pp | 14.59%-8.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,257 | $1,874+20.4% | $2,683-15.9% | $2,281-1.1% |
| Participant deferral / active EE | $928 | $2,374-60.9% | $3,096-70.0% | $3,203-71.0% |
| Admin fee / account holder | $3,527 | $2,594+36.0% | $3,141+12.3% | $4,296-17.9% |