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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 | $53,867 | $106,749-49.5% | $145,433-63.0% | $82,448-34.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.89% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $2,463 | $3,444-28.5% | $4,554-45.9% | $2,551-3.4% |
| Participant deferral / active EE | $7,882 | $6,519+20.9% | $7,897-0.2% | $4,139+90.4% |
| Admin fee / account holder | $10,068 | $8,390+20.0% | $13,129-23.3% | $7,234+39.2% |