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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 | $87,545 | $116,462-24.8% | $300,297-70.8% | $116,462-24.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 83.3%+16.7pp | 74.7%+25.3pp |
| Annual return | 14.47% | 15.65%-1.2pp | 6.06%+8.4pp | 15.65%-1.2pp |
| Employer contribution / active EE | $2,099 | $3,231-35.0% | $4,605-54.4% | $3,231-35.0% |
| Participant deferral / active EE | $3,080 | $3,836-19.7% | $4,511-31.7% | $3,836-19.7% |
| Admin fee / account holder | $8,317 | $12,754-34.8% | $16,510-49.6% | $12,754-34.8% |