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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 | $55,601 | $56,544-1.7% | $75,501-26.4% | $70,126-20.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 13.71% | 23.59%-9.9pp | 27.35%-13.6pp | 73.15%-59.4pp |
| Employer contribution / active EE | $2,221 | $1,817+22.3% | $2,352-5.5% | $2,343-5.2% |
| Participant deferral / active EE | $2,202 | $2,580-14.7% | $3,142-29.9% | $3,332-33.9% |
| Admin fee / account holder | $6,245 | $3,827+63.2% | $5,801+7.7% | $4,645+34.4% |