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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 | $54,703 | $153,311-64.3% | $109,313-50.0% | $273,972-80.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.34% | 29.86%-23.5pp | 22.07%-15.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $822 | $5,619-85.4% | $3,892-78.9% | $4,869-83.1% |
| Participant deferral / active EE | $2,615 | $3,932-33.5% | $3,166-17.4% | $5,287-50.5% |
| Admin fee / account holder | $7,569 | $8,076-6.3% | $5,666+33.6% | $10,133-25.3% |