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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 | $59,273 | $72,273-18.0% | $101,275-41.5% | $79,856-25.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.94% | 22.30%-8.4pp | 46.48%-32.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,549 | $2,691+31.9% | $3,660-3.0% | $2,471+43.6% |
| Participant deferral / active EE | $3,308 | $3,282+0.8% | $4,371-24.3% | $3,741-11.6% |
| Admin fee / account holder | $585 | $4,401-86.7% | $5,948-90.2% | $5,306-89.0% |