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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 | $56,849 | $64,462-11.8% | $81,482-30.2% | $80,911-29.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 16.56% | 16.35%+0.2pp | 24.79%-8.2pp | 35.63%-19.1pp |
| Employer contribution / active EE | $1,360 | $1,979-31.3% | $2,463-44.8% | $2,756-50.6% |
| Participant deferral / active EE | $2,385 | $3,094-22.9% | $3,885-38.6% | $4,297-44.5% |
| Admin fee / account holder | $1,572 | $5,678-72.3% | $5,761-72.7% | $6,935-77.3% |