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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 | $87,878-35.3% | $97,411-41.6% | $82,637-31.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 16.49% | 54.63%-38.1pp | 34.72%-18.2pp | 53.51%-37.0pp |
| Employer contribution / active EE | $2,358 | $3,800-38.0% | $4,210-44.0% | $2,552-7.6% |
| Participant deferral / active EE | $5,835 | $5,525+5.6% | $5,886-0.9% | $4,126+41.4% |
| Admin fee / account holder | $3,174 | $6,743-52.9% | $7,145-55.6% | $7,339-56.7% |