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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 | $53,952 | $86,050-37.3% | $189,758-71.6% | $94,015-42.6% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 16.52% | 17.77%-1.2pp | 52.62%-36.1pp | 17.84%-1.3pp |
| Employer contribution / active EE | $2,962 | $2,819+5.1% | $4,767-37.8% | $2,790+6.2% |
| Participant deferral / active EE | $5,569 | $3,349+66.3% | $5,856-4.9% | $4,249+31.0% |
| Admin fee / account holder | $938 | $6,627-85.8% | $20,388-95.4% | $8,951-89.5% |