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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 | $53,881 | $67,602-20.3% | $82,312-34.5% | $70,126-23.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 31.73% | 21.57%+10.2pp | 25.88%+5.8pp | 73.15%-41.4pp |
| Employer contribution / active EE | $2,334 | $1,755+33.0% | $2,428-3.9% | $2,343-0.4% |
| Participant deferral / active EE | $4,585 | $2,987+53.5% | $3,706+23.7% | $3,332+37.6% |
| Admin fee / account holder | $4,059 | $4,512-10.0% | $5,608-27.6% | $4,645-12.6% |