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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 | $67,652 | $63,809+6.0% | $81,353-16.8% | $80,935-16.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 12.30% | 16.37%-4.1pp | 24.82%-12.5pp | 35.66%-23.4pp |
| Employer contribution / active EE | $4,945 | $1,981+149.6% | $2,464+100.7% | $2,757+79.4% |
| Participant deferral / active EE | $3,916 | $3,093+26.6% | $3,885+0.8% | $4,299-8.9% |
| Admin fee / account holder | $2,672 | $5,686-53.0% | $5,766-53.7% | $6,924-61.4% |