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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 | $51,370 | $56,054-8.4% | $171,082-70.0% | $62,881-18.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 6.06% | 22.52%-16.5pp | 32.56%-26.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,564 | $1,731+48.1% | $4,002-35.9% | $2,281+12.4% |
| Participant deferral / active EE | $2,784 | $3,158-11.8% | $4,797-42.0% | $3,203-13.1% |
| Admin fee / account holder | $3,028 | $3,647-17.0% | $8,520-64.5% | $4,296-29.5% |