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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 | $73,484 | $114,712-35.9% | $173,730-57.7% | $87,485-16.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 18.68% | 20.18%-1.5pp | 19.96%-1.3pp | 26.06%-7.4pp |
| Employer contribution / active EE | $4,090 | $2,904+40.8% | $4,577-10.6% | $2,596+57.5% |
| Participant deferral / active EE | $11,481 | $4,642+147.3% | $6,326+81.5% | $4,274+168.6% |
| Admin fee / account holder | $6,751 | $10,210-33.9% | $17,523-61.5% | $7,775-13.2% |