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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 | $44,341 | $95,453-53.5% | $112,040-60.4% | $82,448-46.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.49% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,276 | $2,318-1.8% | $2,954-22.9% | $2,551-10.8% |
| Participant deferral / active EE | $2,728 | $4,224-35.4% | $5,098-46.5% | $4,139-34.1% |
| Admin fee / account holder | $3,365 | $9,013-62.7% | $12,098-72.2% | $7,234-53.5% |