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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 | $56,506 | $97,550-42.1% | $120,344-53.0% | $87,485-35.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 12.38% | 18.41%-6.0pp | 20.30%-7.9pp | 26.06%-13.7pp |
| Employer contribution / active EE | $4,367 | $2,291+90.6% | $3,020+44.6% | $2,596+68.2% |
| Participant deferral / active EE | $2,353 | $4,230-44.4% | $5,135-54.2% | $4,274-44.9% |
| Admin fee / account holder | $2,325 | $9,543-75.6% | $12,742-81.8% | $7,775-70.1% |