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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 | $51,862 | $45,087+15.0% | $69,483-25.4% | $72,976-28.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.37% | 22.67%-4.3pp | 28.99%-10.6pp | 81.02%-62.6pp |
| Employer contribution / active EE | $3,766 | $2,055+83.2% | $2,780+35.5% | $2,440+54.3% |
| Participant deferral / active EE | $1,503 | $2,603-42.3% | $3,537-57.5% | $3,608-58.3% |
| Admin fee / account holder | $427 | $3,057-86.0% | $3,841-88.9% | $5,124-91.7% |