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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 | $66,191 | $106,864-38.1% | $147,318-55.1% | $82,637-19.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.58% | 27.49%-9.9pp | 70.43%-52.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $2,919 | $3,417-14.6% | $4,593-36.4% | $2,552+14.4% |
| Participant deferral / active EE | $5,603 | $6,496-13.7% | $7,906-29.1% | $4,126+35.8% |
| Admin fee / account holder | $3,388 | $8,415-59.7% | $13,708-75.3% | $7,339-53.8% |