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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 | $25,053 | $39,132-36.0% | $57,196-56.2% | $62,881-60.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 10.39% | 9.24%+1.1pp | 14.59%-4.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $2,202 | $1,874+17.5% | $2,683-17.9% | $2,281-3.4% |
| Participant deferral / active EE | $5,616 | $2,374+136.6% | $3,096+81.4% | $3,203+75.4% |
| Admin fee / account holder | $383 | $2,594-85.2% | $3,141-87.8% | $4,296-91.1% |