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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 | $46,727 | $39,132+19.4% | $57,196-18.3% | $62,881-25.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.06% | 9.24%-2.2pp | 14.59%-7.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,459 | $1,874-22.1% | $2,683-45.6% | $2,281-36.0% |
| Participant deferral / active EE | $2,706 | $2,374+14.0% | $3,096-12.6% | $3,203-15.5% |
| Admin fee / account holder | $1,786 | $2,594-31.2% | $3,141-43.1% | $4,296-58.4% |