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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 | $69,955 | $72,269-3.2% | $101,271-30.9% | $79,852-12.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 21.48% | 22.29%-0.8pp | 46.48%-25.0pp | 31.72%-10.2pp |
| Employer contribution / active EE | $4,988 | $2,692+85.3% | $3,660+36.3% | $2,471+101.8% |
| Participant deferral / active EE | $3,525 | $3,282+7.4% | $4,371-19.3% | $3,740-5.8% |
| Admin fee / account holder | $3,365 | $4,401-23.5% | $5,948-43.4% | $5,306-36.6% |