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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 | $100,194-22.6% | $122,979-36.9% | $86,983-10.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 15.17% | 16.47%-1.3pp | 20.12%-4.9pp | 25.83%-10.7pp |
| Employer contribution / active EE | $2,108 | $2,326-9.4% | $3,062-31.2% | $2,584-18.4% |
| Participant deferral / active EE | $3,282 | $4,133-20.6% | $5,003-34.4% | $4,194-21.7% |
| Admin fee / account holder | $6,319 | $10,148-37.7% | $12,864-50.9% | $7,856-19.6% |