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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 | $56,255 | $101,795-44.7% | $165,100-65.9% | $80,959-30.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 16.49% | 16.73%-0.2pp | 70.21%-53.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $2,811 | $2,954-4.8% | $4,348-35.3% | $2,757+2.0% |
| Participant deferral / active EE | $6,378 | $4,476+42.5% | $6,035+5.7% | $4,300+48.3% |
| Admin fee / account holder | $2,154 | $8,221-73.8% | $12,696-83.0% | $6,925-68.9% |