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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 | $46,344 | $114,712-59.6% | $173,730-73.3% | $87,485-47.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 15.04% | 20.18%-5.1pp | 19.96%-4.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $2,603 | $2,904-10.4% | $4,577-43.1% | $2,596+0.3% |
| Participant deferral / active EE | $4,049 | $4,642-12.8% | $6,326-36.0% | $4,274-5.3% |
| Admin fee / account holder | $6,083 | $10,210-40.4% | $17,523-65.3% | $7,775-21.8% |