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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 | $52,169 | $86,949-40.0% | $102,460-49.1% | $80,959-35.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.47% | 18.89%-5.4pp | 29.47%-16.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,461 | $2,370+3.8% | $3,025-18.7% | $2,757-10.8% |
| Participant deferral / active EE | $2,674 | $4,121-35.1% | $5,056-47.1% | $4,300-37.8% |
| Admin fee / account holder | $3,526 | $8,048-56.2% | $9,460-62.7% | $6,925-49.1% |