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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 | $56,847 | $39,132+45.3% | $57,196-0.6% | $62,881-9.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.07% | 9.24%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,793 | $1,874+49.1% | $2,683+4.1% | $2,281+22.5% |
| Participant deferral / active EE | $2,196 | $2,374-7.5% | $3,096-29.1% | $3,203-31.4% |
| Admin fee / account holder | $2,776 | $2,594+7.0% | $3,141-11.6% | $4,296-35.4% |