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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 | $67,372 | $72,272-6.8% | $101,264-33.5% | $79,858-15.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.09% | 22.30%-10.2pp | 46.48%-34.4pp | 31.72%-19.6pp |
| Employer contribution / active EE | $3,298 | $2,692+22.5% | $3,660-9.9% | $2,471+33.5% |
| Participant deferral / active EE | $1,849 | $3,282-43.7% | $4,370-57.7% | $3,740-50.6% |
| Admin fee / account holder | $1,019 | $4,401-76.8% | $5,947-82.9% | $5,306-80.8% |