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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 | $52,024 | $118,488-56.1% | $98,462-47.2% | $139,487-62.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.40% | 18.96%-0.6pp | 21.17%-2.8pp | 373.84%-355.4pp |
| Employer contribution / active EE | $3,224 | $3,611-10.7% | $3,049+5.7% | $4,755-32.2% |
| Participant deferral / active EE | $2,224 | $5,393-58.8% | $4,738-53.1% | $6,713-66.9% |
| Admin fee / account holder | $5,502 | $13,868-60.3% | $8,875-38.0% | $11,407-51.8% |