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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 | $40,491 | $100,194-59.6% | $122,979-67.1% | $86,983-53.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 14.34% | 16.47%-2.1pp | 20.12%-5.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $2,542 | $2,326+9.3% | $3,062-17.0% | $2,584-1.6% |
| Participant deferral / active EE | $2,226 | $4,133-46.1% | $5,003-55.5% | $4,194-46.9% |
| Admin fee / account holder | $7,388 | $10,148-27.2% | $12,864-42.6% | $7,856-6.0% |