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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 | $53,627 | $39,125+37.1% | $57,183-6.2% | $62,881-14.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.80% | 9.24%-4.4pp | 14.59%-9.8pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,156 | $1,874-38.3% | $2,682-56.9% | $2,281-49.3% |
| Participant deferral / active EE | $3,067 | $2,374+29.2% | $3,096-0.9% | $3,203-4.3% |
| Admin fee / account holder | $1,839 | $2,593-29.1% | $3,139-41.4% | $4,296-57.2% |