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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 | $55,456 | $69,273-19.9% | $90,796-38.9% | $82,637-32.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 14.54% | 18.37%-3.8pp | 19.29%-4.8pp | 53.51%-39.0pp |
| Employer contribution / active EE | $2,771 | $1,865+48.5% | $2,294+20.8% | $2,552+8.6% |
| Participant deferral / active EE | $5,321 | $3,047+74.6% | $3,822+39.2% | $4,126+28.9% |
| Admin fee / account holder | $9,605 | $5,511+74.3% | $7,024+36.8% | $7,339+30.9% |