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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 | $62,433 | $72,269-13.6% | $101,271-38.4% | $79,852-21.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.72% | 22.29%-8.6pp | 46.48%-32.8pp | 31.72%-18.0pp |
| Employer contribution / active EE | $2,820 | $2,692+4.8% | $3,660-23.0% | $2,471+14.1% |
| Participant deferral / active EE | $6,537 | $3,282+99.2% | $4,371+49.6% | $3,740+74.8% |
| Admin fee / account holder | $8,759 | $4,401+99.0% | $5,948+47.3% | $5,306+65.1% |