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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 | $48,100 | $153,311-68.6% | $109,313-56.0% | $273,972-82.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.97% | 29.86%-18.9pp | 22.07%-11.1pp | 41.46%-30.5pp |
| Employer contribution / active EE | $6,055 | $5,619+7.7% | $3,892+55.6% | $4,869+24.4% |
| Participant deferral / active EE | $6,899 | $3,932+75.5% | $3,166+117.9% | $5,287+30.5% |
| Admin fee / account holder | $3,452 | $8,076-57.3% | $5,666-39.1% | $10,133-65.9% |