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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 | $56,844 | $90,674-37.3% | $96,707-41.2% | $82,448-31.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 16.49% | 49.05%-32.6pp | 34.78%-18.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,358 | $3,975-40.7% | $4,191-43.7% | $2,551-7.6% |
| Participant deferral / active EE | $5,835 | $5,696+2.4% | $5,997-2.7% | $4,139+41.0% |
| Admin fee / account holder | $3,174 | $7,568-58.1% | $7,503-57.7% | $7,234-56.1% |