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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 | $57,862 | $81,446-29.0% | $103,374-44.0% | $80,874-28.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.49% | 25.57%-8.1pp | 24.89%-7.4pp | 35.62%-18.1pp |
| Employer contribution / active EE | $9,010 | $3,107+190.0% | $3,869+132.9% | $2,756+227.0% |
| Participant deferral / active EE | $5,284 | $3,870+36.5% | $5,058+4.5% | $4,297+23.0% |
| Admin fee / account holder | $4,574 | $6,715-31.9% | $8,394-45.5% | $6,935-34.0% |