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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 | $65,159 | $86,938-25.1% | $102,423-36.4% | $80,925-19.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 16.15% | 18.89%-2.7pp | 29.42%-13.3pp | 35.65%-19.5pp |
| Employer contribution / active EE | $3,703 | $2,369+56.3% | $3,023+22.5% | $2,756+34.3% |
| Participant deferral / active EE | $7,296 | $4,120+77.1% | $5,054+44.4% | $4,299+69.7% |
| Admin fee / account holder | $3,533 | $8,053-56.1% | $9,455-62.6% | $6,940-49.1% |