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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 | $73,787-10.0% | $98,716-32.7% | $82,448-19.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 14.44% | 18.57%-4.1pp | 31.81%-17.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,085 | $1,511-28.2% | $2,279-52.4% | $2,551-57.5% |
| Participant deferral / active EE | $1,521 | $3,081-50.7% | $4,048-62.4% | $4,139-63.3% |
| Admin fee / account holder | $2,880 | $6,500-55.7% | $8,703-66.9% | $7,234-60.2% |