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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 | $62,263 | $106,749-41.7% | $145,433-57.2% | $82,448-24.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.95% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,916 | $3,444-15.4% | $4,554-36.0% | $2,551+14.3% |
| Participant deferral / active EE | $7,112 | $6,519+9.1% | $7,897-9.9% | $4,139+71.8% |
| Admin fee / account holder | $1,185 | $8,390-85.9% | $13,129-91.0% | $7,234-83.6% |