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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 | $56,858 | $60,349-5.8% | $74,184-23.4% | $62,881-9.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.52% | 21.38%-15.9pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,277 | $1,680+35.5% | $2,370-3.9% | $2,281-0.2% |
| Participant deferral / active EE | $3,132 | $2,856+9.7% | $3,550-11.8% | $3,203-2.2% |
| Admin fee / account holder | $20,148 | $4,261+372.9% | $5,586+260.7% | $4,296+369.0% |