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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 | $61,992 | $83,485-25.7% | $125,192-50.5% | $72,975-15.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 30.46% | 25.77%+4.7pp | 43.79%-13.3pp | 81.01%-50.6pp |
| Employer contribution / active EE | $1,828 | $2,346-22.1% | $3,866-52.7% | $2,440-25.1% |
| Participant deferral / active EE | $2,138 | $3,586-40.4% | $4,937-56.7% | $3,608-40.7% |
| Admin fee / account holder | $8,470 | $5,518+53.5% | $9,704-12.7% | $5,124+65.3% |