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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 | $80,823 | $45,041+79.4% | $63,003+28.3% | $70,131+15.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.87% | 18.76%-5.9pp | 87.59%-74.7pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,562 | $2,052-23.9% | $2,760-43.4% | $2,342-33.3% |
| Participant deferral / active EE | $1,371 | $2,465-44.4% | $3,329-58.8% | $3,332-58.8% |
| Admin fee / account holder | $2,805 | $2,836-1.1% | $3,600-22.1% | $4,645-39.6% |