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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 | $50,736 | $81,487-37.7% | $102,412-50.5% | $80,935-37.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.03% | 25.60%-14.6pp | 24.94%-13.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $3,794 | $3,103+22.3% | $3,870-2.0% | $2,757+37.6% |
| Participant deferral / active EE | $4,436 | $3,871+14.6% | $5,060-12.3% | $4,299+3.2% |
| Admin fee / account holder | $6,038 | $6,717-10.1% | $8,388-28.0% | $6,924-12.8% |