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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 | $51,050 | $153,311-66.7% | $109,313-53.3% | $273,972-81.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.11% | 29.86%-23.7pp | 22.07%-16.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,583 | $5,619-71.8% | $3,892-59.3% | $4,869-67.5% |
| Participant deferral / active EE | $2,906 | $3,932-26.1% | $3,166-8.2% | $5,287-45.0% |
| Admin fee / account holder | $1,214 | $8,076-85.0% | $5,666-78.6% | $10,133-88.0% |