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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 | $62,242 | $138,393-55.0% | $184,256-66.2% | $80,959-23.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 13.94% | 20.01%-6.1pp | 28.85%-14.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $4,964 | $4,847+2.4% | $6,427-22.8% | $2,757+80.0% |
| Participant deferral / active EE | $8,207 | $7,076+16.0% | $9,133-10.1% | $4,300+90.8% |
| Admin fee / account holder | $1,701 | $10,489-83.8% | $13,899-87.8% | $6,925-75.4% |