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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 | $56,941 | $39,132+45.5% | $57,196-0.4% | $62,881-9.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 3.26% | 9.24%-6.0pp | 14.59%-11.3pp | 20.14%-16.9pp |
| Employer contribution / active EE | $2,050 | $1,874+9.4% | $2,683-23.6% | $2,281-10.1% |
| Participant deferral / active EE | $4,187 | $2,374+76.3% | $3,096+35.2% | $3,203+30.7% |
| Admin fee / account holder | $4,868 | $2,594+87.7% | $3,141+55.0% | $4,296+13.3% |