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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 | $51,377 | $56,894-9.7% | $84,753-39.4% | $62,881-18.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.22% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,343 | $2,400+39.3% | $3,574-6.5% | $2,281+46.6% |
| Participant deferral / active EE | $4,885 | $2,709+80.3% | $3,712+31.6% | $3,203+52.5% |
| Admin fee / account holder | $1,677 | $3,581-53.2% | $5,333-68.6% | $4,296-61.0% |