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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 | $46,910 | $86,938-46.0% | $102,423-54.2% | $80,925-42.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 29.88% | 18.89%+11.0pp | 29.42%+0.5pp | 35.65%-5.8pp |
| Employer contribution / active EE | $2,251 | $2,369-5.0% | $3,023-25.5% | $2,756-18.3% |
| Participant deferral / active EE | $4,319 | $4,120+4.8% | $5,054-14.5% | $4,299+0.5% |
| Admin fee / account holder | $2,103 | $8,053-73.9% | $9,455-77.8% | $6,940-69.7% |