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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 | $42,099 | $86,919-51.6% | $102,457-58.9% | $80,911-48.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.54% | 18.90%-5.4pp | 29.41%-15.9pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,675 | $2,368-29.3% | $3,022-44.6% | $2,756-39.2% |
| Participant deferral / active EE | $2,862 | $4,119-30.5% | $5,054-43.4% | $4,297-33.4% |
| Admin fee / account holder | $1,497 | $8,049-81.4% | $9,451-84.2% | $6,935-78.4% |