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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 | $61,927 | $76,407-19.0% | $150,298-58.8% | $82,448-24.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.82% | 39.99%-23.2pp | 62.79%-46.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $1,699 | $2,614-35.0% | $4,154-59.1% | $2,551-33.4% |
| Participant deferral / active EE | $5,129 | $3,214+59.5% | $5,453-5.9% | $4,139+23.9% |
| Admin fee / account holder | $3,267 | $6,352-48.6% | $14,116-76.9% | $7,234-54.8% |