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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 | $63,344 | $105,623-40.0% | $87,502-27.6% | $273,972-76.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.52% | 12.26%-5.7pp | 12.21%-5.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,148 | $3,141-31.6% | $2,550-15.8% | $4,869-55.9% |
| Participant deferral / active EE | $3,063 | $3,601-14.9% | $3,149-2.7% | $5,287-42.1% |
| Admin fee / account holder | $3,224 | $4,781-32.6% | $4,221-23.6% | $10,133-68.2% |