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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 | $56,812 | $58,493-2.9% | $84,023-32.4% | $72,976-22.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.23% | 28.93%-9.7pp | 71.32%-52.1pp | 81.02%-61.8pp |
| Employer contribution / active EE | $1,287 | $1,163+10.7% | $1,984-35.1% | $2,440-47.3% |
| Participant deferral / active EE | $4,133 | $2,394+72.7% | $3,239+27.6% | $3,608+14.6% |
| Admin fee / account holder | $7,929 | $4,569+73.6% | $6,102+29.9% | $5,124+54.7% |