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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 | $57,078 | $58,848-3.0% | $88,179-35.3% | $82,637-30.9% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.1%+30.9pp | 68.1%+31.9pp |
| Annual return | 14.87% | 22.76%-7.9pp | 64.97%-50.1pp | 53.51%-38.6pp |
| Employer contribution / active EE | $2,614 | $1,678+55.7% | $2,549+2.5% | $2,552+2.4% |
| Participant deferral / active EE | $5,232 | $3,124+67.5% | $4,614+13.4% | $4,126+26.8% |
| Admin fee / account holder | $5,062 | $4,795+5.6% | $7,673-34.0% | $7,339-31.0% |