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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 | $70,583 | $94,031-24.9% | $115,768-39.0% | $82,448-14.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 13.46% | 20.61%-7.1pp | 100.46%-87.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,922 | $2,323-17.3% | $2,940-34.6% | $2,551-24.6% |
| Participant deferral / active EE | $3,153 | $3,972-20.6% | $4,917-35.9% | $4,139-23.8% |
| Admin fee / account holder | $1,489 | $10,249-85.5% | $12,439-88.0% | $7,234-79.4% |