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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 | $41,713 | $114,712-63.6% | $173,730-76.0% | $87,485-52.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 15.63% | 20.18%-4.6pp | 19.96%-4.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $2,382 | $2,904-18.0% | $4,577-48.0% | $2,596-8.2% |
| Participant deferral / active EE | $3,555 | $4,642-23.4% | $6,326-43.8% | $4,274-16.8% |
| Admin fee / account holder | $1,525 | $10,210-85.1% | $17,523-91.3% | $7,775-80.4% |