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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 | $57,159 | $76,367-25.2% | $93,614-38.9% | $72,983-21.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 24.11% | 25.82%-1.7pp | 32.76%-8.6pp | 81.01%-56.9pp |
| Employer contribution / active EE | $2,292 | $2,275+0.7% | $2,718-15.7% | $2,440-6.0% |
| Participant deferral / active EE | $3,419 | $3,538-3.4% | $4,069-16.0% | $3,608-5.2% |
| Admin fee / account holder | $919 | $6,838-86.6% | $7,889-88.4% | $5,124-82.1% |