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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 | $61,765 | $86,919-28.9% | $102,457-39.7% | $80,911-23.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.01% | 18.90%-7.9pp | 29.41%-18.4pp | 35.63%-24.6pp |
| Employer contribution / active EE | $2,935 | $2,368+23.9% | $3,022-2.9% | $2,756+6.5% |
| Participant deferral / active EE | $4,537 | $4,119+10.1% | $5,054-10.2% | $4,297+5.6% |
| Admin fee / account holder | $7,569 | $8,049-6.0% | $9,451-19.9% | $6,935+9.1% |