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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 | $52,502 | $87,834-40.2% | $133,975-60.8% | $62,881-16.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 12.60% | 12.05%+0.6pp | 29.29%-16.7pp | 20.14%-7.5pp |
| Employer contribution / active EE | $2,864 | $3,482-17.8% | $5,211-45.0% | $2,281+25.6% |
| Participant deferral / active EE | $6,542 | $4,812+36.0% | $6,282+4.1% | $3,203+104.2% |
| Admin fee / account holder | $4,685 | $5,372-12.8% | $9,324-49.8% | $4,296+9.1% |