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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 | $57,997 | $153,311-62.2% | $109,313-46.9% | $273,972-78.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.77% | 29.86%-27.1pp | 22.07%-19.3pp | 41.46%-38.7pp |
| Employer contribution / active EE | $3,234 | $5,619-42.4% | $3,892-16.9% | $4,869-33.6% |
| Participant deferral / active EE | $4,260 | $3,932+8.3% | $3,166+34.5% | $5,287-19.4% |
| Admin fee / account holder | $8,359 | $8,076+3.5% | $5,666+47.5% | $10,133-17.5% |