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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 | $66,389 | $74,535-10.9% | $100,712-34.1% | $82,637-19.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 14.44% | 18.92%-4.5pp | 33.27%-18.8pp | 53.51%-39.1pp |
| Employer contribution / active EE | $1,085 | $1,503-27.8% | $2,313-53.1% | $2,552-57.5% |
| Participant deferral / active EE | $1,521 | $3,074-50.5% | $4,085-62.8% | $4,126-63.1% |
| Admin fee / account holder | $2,880 | $6,576-56.2% | $9,256-68.9% | $7,339-60.8% |