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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 | $63,506 | $95,404-33.4% | $113,397-44.0% | $82,637-23.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.54% | 19.08%-0.5pp | 23.20%-4.7pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,799 | $2,307+21.3% | $2,977-6.0% | $2,552+9.7% |
| Participant deferral / active EE | $6,041 | $4,220+43.2% | $5,076+19.0% | $4,126+46.4% |
| Admin fee / account holder | $24,545 | $9,168+167.7% | $11,957+105.3% | $7,339+234.5% |