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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 | $62,884 | $97,648-35.6% | $121,663-48.3% | $87,485-28.1% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 21.73% | 18.03%+3.7pp | 147.54%-125.8pp | 26.06%-4.3pp |
| Employer contribution / active EE | $2,376 | $2,300+3.3% | $3,020-21.3% | $2,596-8.5% |
| Participant deferral / active EE | $4,089 | $3,923+4.2% | $4,887-16.3% | $4,274-4.3% |
| Admin fee / account holder | $1,844 | $11,100-83.4% | $14,289-87.1% | $7,775-76.3% |