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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 | $55,246 | $72,269-23.6% | $101,271-45.4% | $79,852-30.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.59% | 22.29%-6.7pp | 46.48%-30.9pp | 31.72%-16.1pp |
| Employer contribution / active EE | $3,671 | $2,692+36.4% | $3,660+0.3% | $2,471+48.5% |
| Participant deferral / active EE | $4,102 | $3,282+25.0% | $4,371-6.1% | $3,740+9.7% |
| Admin fee / account holder | $3,136 | $4,401-28.7% | $5,948-47.3% | $5,306-40.9% |