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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 | $63,809-1.0% | $81,353-22.4% | $80,935-22.0% |
| Participation rate | 90.0% | 63.9%+26.1pp | 69.5%+20.5pp | 67.7%+22.3pp |
| Annual return | 11.11% | 16.37%-5.3pp | 24.82%-13.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $3,012 | $1,981+52.1% | $2,464+22.2% | $2,757+9.3% |
| Participant deferral / active EE | $7,295 | $3,093+135.9% | $3,885+87.8% | $4,299+69.7% |
| Admin fee / account holder | $1,129 | $5,686-80.1% | $5,766-80.4% | $6,924-83.7% |