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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 | $112,491 | $115,931-3.0% | $185,441-39.3% | $86,983+29.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 24.75% | 21.47%+3.3pp | 20.16%+4.6pp | 25.83%-1.1pp |
| Employer contribution / active EE | $1,124 | $2,937-61.7% | $4,672-75.9% | $2,584-56.5% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,820 | $10,687-83.0% | $17,890-89.8% | $7,856-76.8% |