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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 | $60,079 | $76,367-21.3% | $93,614-35.8% | $72,983-17.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.98% | 25.82%-4.8pp | 32.76%-11.8pp | 81.01%-60.0pp |
| Employer contribution / active EE | $2,361 | $2,275+3.8% | $2,718-13.1% | $2,440-3.2% |
| Participant deferral / active EE | $4,278 | $3,538+20.9% | $4,069+5.1% | $3,608+18.6% |
| Admin fee / account holder | $5,698 | $6,838-16.7% | $7,889-27.8% | $5,124+11.2% |