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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 | $77,587 | $95,453-18.7% | $112,040-30.8% | $82,448-5.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.17% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,108 | $2,318-9.1% | $2,954-28.6% | $2,551-17.4% |
| Participant deferral / active EE | $3,282 | $4,224-22.3% | $5,098-35.6% | $4,139-20.7% |
| Admin fee / account holder | $6,319 | $9,013-29.9% | $12,098-47.8% | $7,234-12.7% |