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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 | $58,753 | $56,287+4.4% | $80,977-27.4% | $62,881-6.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.21% | 22.13%-15.9pp | 17.11%-10.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $951 | $1,943-51.1% | $3,715-74.4% | $2,281-58.3% |
| Participant deferral / active EE | $5,793 | $4,196+38.1% | $5,696+1.7% | $3,203+80.9% |
| Admin fee / account holder | $1,895 | $3,742-49.4% | $5,517-65.6% | $4,296-55.9% |