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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 | $59,510 | $78,015-23.7% | $178,505-66.7% | $80,959-26.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 18.88% | 18.10%+0.8pp | 27.16%-8.3pp | 35.67%-16.8pp |
| Employer contribution / active EE | $4,572 | $2,281+100.4% | $3,955+15.6% | $2,757+65.8% |
| Participant deferral / active EE | $9,380 | $4,406+112.9% | $6,280+49.4% | $4,300+118.1% |
| Admin fee / account holder | $7,572 | $7,160+5.7% | $10,428-27.4% | $6,925+9.3% |