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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 | $61,136 | $78,027-21.6% | $178,528-65.8% | $80,925-24.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 17.92% | 18.09%-0.2pp | 27.11%-9.2pp | 35.65%-17.7pp |
| Employer contribution / active EE | $3,473 | $2,281+52.2% | $3,950-12.1% | $2,756+26.0% |
| Participant deferral / active EE | $8,171 | $4,408+85.4% | $6,278+30.1% | $4,299+90.1% |
| Admin fee / account holder | $402 | $7,168-94.4% | $10,419-96.1% | $6,940-94.2% |