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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 | $59,860 | $124,425-51.9% | $112,040-46.6% | $137,256-56.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.61% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,393 | $3,411-29.9% | $2,954-19.0% | $4,156-42.4% |
| Participant deferral / active EE | $3,881 | $5,718-32.1% | $5,098-23.9% | $6,407-39.4% |
| Admin fee / account holder | $1,769 | $15,207-88.4% | $12,098-85.4% | $12,270-85.6% |