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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 | $54,433 | $69,273-21.4% | $90,796-40.0% | $82,637-34.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 21.17% | 18.37%+2.8pp | 19.29%+1.9pp | 53.51%-32.3pp |
| Employer contribution / active EE | $4,323 | $1,865+131.8% | $2,294+88.5% | $2,552+69.4% |
| Participant deferral / active EE | $8,580 | $3,047+181.5% | $3,822+124.5% | $4,126+107.9% |
| Admin fee / account holder | $817 | $5,511-85.2% | $7,024-88.4% | $7,339-88.9% |