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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 | $63,153 | $63,845-1.1% | $81,370-22.4% | $80,959-22.0% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.5%+20.5pp | 67.7%+22.3pp |
| Annual return | 11.11% | 16.37%-5.3pp | 24.85%-13.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $3,012 | $1,980+52.1% | $2,464+22.2% | $2,757+9.2% |
| Participant deferral / active EE | $7,295 | $3,093+135.9% | $3,885+87.8% | $4,300+69.6% |
| Admin fee / account holder | $1,129 | $5,688-80.1% | $5,749-80.4% | $6,925-83.7% |