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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 | $61,703 | $95,453-35.4% | $112,040-44.9% | $82,448-25.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.13% | 23.92%-6.8pp | 24.52%-7.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,077 | $2,318-10.4% | $2,954-29.7% | $2,551-18.6% |
| Participant deferral / active EE | $3,965 | $4,224-6.1% | $5,098-22.2% | $4,139-4.2% |
| Admin fee / account holder | $1,698 | $9,013-81.2% | $12,098-86.0% | $7,234-76.5% |