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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 | $54,773 | $48,078+13.9% | $78,676-30.4% | $62,881-12.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.39% | 31.36%-26.0pp | 62.19%-56.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,741 | $2,015-13.6% | $2,850-38.9% | $2,281-23.7% |
| Participant deferral / active EE | $2,872 | $2,587+11.0% | $3,517-18.3% | $3,203-10.3% |
| Admin fee / account holder | $324 | $3,206-89.9% | $4,510-92.8% | $4,296-92.5% |