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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 | $59,911 | $67,894-11.8% | $89,340-32.9% | $82,448-27.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 14.83% | 19.21%-4.4pp | 20.57%-5.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,853 | $1,828+56.1% | $2,231+27.9% | $2,551+11.8% |
| Participant deferral / active EE | $6,637 | $3,072+116.0% | $3,823+73.6% | $4,139+60.3% |
| Admin fee / account holder | $2,262 | $5,723-60.5% | $6,704-66.3% | $7,234-68.7% |