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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 | $59,505 | $106,524-44.1% | $152,301-60.9% | $87,485-32.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 29.83% | 26.89%+2.9pp | 80.50%-50.7pp | 26.06%+3.8pp |
| Employer contribution / active EE | $2,674 | $3,371-20.7% | $4,624-42.2% | $2,596+3.0% |
| Participant deferral / active EE | $6,251 | $6,525-4.2% | $8,004-21.9% | $4,274+46.3% |
| Admin fee / account holder | $8,297 | $8,287+0.1% | $14,398-42.4% | $7,775+6.7% |