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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 | $63,426 | $102,245-38.0% | $89,340-29.0% | $137,256-53.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.80% | 21.89%-8.1pp | 20.57%-6.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,583 | $2,529+2.1% | $2,231+15.7% | $4,156-37.9% |
| Participant deferral / active EE | $3,290 | $4,436-25.8% | $3,823-13.9% | $6,407-48.7% |
| Admin fee / account holder | $3,961 | $8,085-51.0% | $6,704-40.9% | $12,270-67.7% |