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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 | $45,762 | $52,580-13.0% | $71,671-36.2% | $70,126-34.7% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 15.07% | 20.25%-5.2pp | 20.65%-5.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,559 | $1,616-3.5% | $2,460-36.6% | $2,343-33.5% |
| Participant deferral / active EE | $2,920 | $2,386+22.4% | $3,438-15.1% | $3,332-12.4% |
| Admin fee / account holder | $4,395 | $3,653+20.3% | $5,558-20.9% | $4,646-5.4% |