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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 | $60,647 | $39,132+55.0% | $57,196+6.0% | $62,881-3.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.54% | 9.24%-4.7pp | 14.59%-10.1pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,244 | $1,874-33.6% | $2,683-53.6% | $2,281-45.5% |
| Participant deferral / active EE | $3,681 | $2,374+55.0% | $3,096+18.9% | $3,203+14.9% |
| Admin fee / account holder | $7,931 | $2,594+205.7% | $3,141+152.5% | $4,296+84.6% |