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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 | $57,126 | $72,269-21.0% | $101,271-43.6% | $79,852-28.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.64% | 22.29%-7.7pp | 46.48%-31.8pp | 31.72%-17.1pp |
| Employer contribution / active EE | $5,613 | $2,692+108.5% | $3,660+53.3% | $2,471+127.1% |
| Participant deferral / active EE | $5,450 | $3,282+66.1% | $4,371+24.7% | $3,740+45.7% |
| Admin fee / account holder | $1,821 | $4,401-58.6% | $5,948-69.4% | $5,306-65.7% |