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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 | $61,943 | $76,551-19.1% | $123,894-50.0% | $62,881-1.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.93% | 18.68%-8.7pp | 47.52%-37.6pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,413 | $2,882-16.3% | $4,617-47.7% | $2,281+5.8% |
| Participant deferral / active EE | $3,752 | $4,840-22.5% | $5,984-37.3% | $3,203+17.1% |
| Admin fee / account holder | $4,904 | $4,826+1.6% | $8,357-41.3% | $4,296+14.2% |