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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 | $61,566 | $79,955-23.0% | $98,450-37.5% | $75,181-18.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 14.11% | 19.75%-5.6pp | 21.16%-7.1pp | 160.69%-146.6pp |
| Employer contribution / active EE | $4,116 | $2,264+81.8% | $3,049+35.0% | $2,671+54.1% |
| Participant deferral / active EE | $3,771 | $3,752+0.5% | $4,739-20.4% | $4,126-8.6% |
| Admin fee / account holder | $1,566 | $6,841-77.1% | $8,961-82.5% | $5,650-72.3% |