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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 | $61,068 | $106,749-42.8% | $145,433-58.0% | $82,448-25.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.10% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,006 | $3,444-12.7% | $4,554-34.0% | $2,551+17.9% |
| Participant deferral / active EE | $4,559 | $6,519-30.1% | $7,897-42.3% | $4,139+10.1% |
| Admin fee / account holder | $1,357 | $8,390-83.8% | $13,129-89.7% | $7,234-81.2% |