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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 | $57,406 | $87,037-34.0% | $106,201-45.9% | $80,874-29.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.34% | 17.05%-3.7pp | 116.26%-102.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,380 | $2,396-0.7% | $3,170-24.9% | $2,756-13.6% |
| Participant deferral / active EE | $2,045 | $3,986-48.7% | $5,012-59.2% | $4,297-52.4% |
| Admin fee / account holder | $571 | $8,434-93.2% | $11,039-94.8% | $6,935-91.8% |