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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 | $54,865 | $81,446-32.6% | $103,374-46.9% | $80,874-32.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.43% | 25.57%-11.1pp | 24.89%-10.5pp | 35.62%-21.2pp |
| Employer contribution / active EE | $3,136 | $3,107+0.9% | $3,869-19.0% | $2,756+13.8% |
| Participant deferral / active EE | $2,727 | $3,870-29.5% | $5,058-46.1% | $4,297-36.5% |
| Admin fee / account holder | $768 | $6,715-88.6% | $8,394-90.8% | $6,935-88.9% |