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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 | $54,578 | $60,349-9.6% | $74,184-26.4% | $62,881-13.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.22% | 21.38%-12.2pp | 17.74%-8.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $5,018 | $1,680+198.6% | $2,370+111.7% | $2,281+120.0% |
| Participant deferral / active EE | $8,265 | $2,856+189.4% | $3,550+132.8% | $3,203+158.0% |
| Admin fee / account holder | $9,102 | $4,261+113.6% | $5,586+63.0% | $4,296+111.9% |