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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 | $59,366 | $63,773-6.9% | $81,286-27.0% | $80,925-26.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 15.23% | 16.37%-1.1pp | 24.80%-9.6pp | 35.65%-20.4pp |
| Employer contribution / active EE | $3,518 | $1,979+77.7% | $2,463+42.8% | $2,756+27.6% |
| Participant deferral / active EE | $8,794 | $3,093+184.3% | $3,883+126.5% | $4,299+104.6% |
| Admin fee / account holder | $3,059 | $5,682-46.2% | $5,764-46.9% | $6,940-55.9% |