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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 | $27,326 | $70,486-61.2% | $100,528-72.8% | $79,852-65.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 15.75% | 21.90%-6.2pp | 30.90%-15.2pp | 31.72%-16.0pp |
| Employer contribution / active EE | $2,426 | $2,165+12.1% | $3,419-29.0% | $2,471-1.8% |
| Participant deferral / active EE | $6,116 | $5,182+18.0% | $6,271-2.5% | $3,740+63.5% |
| Admin fee / account holder | $4,137 | $4,480-7.7% | $8,084-48.8% | $5,306-22.0% |