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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 | $87,310 | $106,524-18.0% | $152,301-42.7% | $87,485-0.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.41% | 26.89%-7.5pp | 80.50%-61.1pp | 26.06%-6.6pp |
| Employer contribution / active EE | $2,285 | $3,371-32.2% | $4,624-50.6% | $2,596-12.0% |
| Participant deferral / active EE | $4,159 | $6,525-36.3% | $8,004-48.0% | $4,274-2.7% |
| Admin fee / account holder | $3,403 | $8,287-58.9% | $14,398-76.4% | $7,775-56.2% |