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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 | $52,383 | $56,287-6.9% | $80,977-35.3% | $62,881-16.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 7.85% | 22.13%-14.3pp | 17.11%-9.3pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,114 | $1,943-42.7% | $3,715-70.0% | $2,281-51.2% |
| Participant deferral / active EE | $3,683 | $4,196-12.2% | $5,696-35.3% | $3,203+15.0% |
| Admin fee / account holder | $2,916 | $3,742-22.1% | $5,517-47.1% | $4,296-32.1% |