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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 | $97,550-36.7% | $120,344-48.7% | $87,485-29.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 17.13% | 18.41%-1.3pp | 20.30%-3.2pp | 26.06%-8.9pp |
| Employer contribution / active EE | $2,077 | $2,291-9.3% | $3,020-31.2% | $2,596-20.0% |
| Participant deferral / active EE | $3,965 | $4,230-6.3% | $5,135-22.8% | $4,274-7.2% |
| Admin fee / account holder | $1,698 | $9,543-82.2% | $12,742-86.7% | $7,775-78.2% |