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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 | $61,084 | $69,444-12.0% | $92,985-34.3% | $87,485-30.2% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 13.95% | 23.85%-9.9pp | 27.99%-14.0pp | 26.06%-12.1pp |
| Employer contribution / active EE | $5,556 | $1,917+189.8% | $2,662+108.7% | $2,596+114.0% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,375 | $6,137-61.3% | $9,463-74.9% | $7,775-69.4% |