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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 | $67,734 | $77,814-13.0% | $158,223-57.2% | $86,983-22.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.48% | 30.54%-16.1pp | 52.09%-37.6pp | 25.83%-11.4pp |
| Employer contribution / active EE | $1,129 | $2,592-56.5% | $4,109-72.5% | $2,584-56.3% |
| Participant deferral / active EE | $2,867 | $3,270-12.3% | $5,467-47.6% | $4,194-31.6% |
| Admin fee / account holder | $3,324 | $5,879-43.5% | $16,047-79.3% | $7,856-57.7% |