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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 | $61,623 | $64,909-5.1% | $82,312-25.1% | $62,293-1.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.04% | 21.18%-4.1pp | 25.88%-8.8pp | 28.90%-11.9pp |
| Employer contribution / active EE | $2,381 | $1,676+42.0% | $2,428-2.0% | $2,042+16.6% |
| Participant deferral / active EE | $4,565 | $3,103+47.1% | $3,706+23.2% | $3,169+44.1% |
| Admin fee / account holder | $6,716 | $440+1427.8% | $5,608+19.8% | $479+1301.1% |