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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 | $75,722 | $41,377+83.0% | $109,313-30.7% | $62,881+20.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 6.93% | 11.05%-4.1pp | 22.07%-15.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,202 | $1,276+72.6% | $3,892-43.4% | $2,281-3.4% |
| Participant deferral / active EE | $1,757 | $2,045-14.1% | $3,166-44.5% | $3,203-45.1% |
| Admin fee / account holder | $2,053 | $2,884-28.8% | $5,666-63.8% | $4,296-52.2% |