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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 | $56,372 | $39,132+44.1% | $57,196-1.4% | $62,881-10.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.54% | 9.24%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $5,278 | $1,874+181.7% | $2,683+96.7% | $2,281+131.4% |
| Participant deferral / active EE | $4,408 | $2,374+85.7% | $3,096+42.4% | $3,203+37.6% |
| Admin fee / account holder | $1,017 | $2,594-60.8% | $3,141-67.6% | $4,296-76.3% |