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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 | $64,419 | $77,962-17.4% | $178,540-63.9% | $80,935-20.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 11.94% | 18.10%-6.2pp | 27.15%-15.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,820 | $2,280-20.2% | $3,953-54.0% | $2,757-34.0% |
| Participant deferral / active EE | $5,713 | $4,404+29.7% | $6,281-9.0% | $4,299+32.9% |
| Admin fee / account holder | $11,578 | $7,156+61.8% | $10,424+11.1% | $6,924+67.2% |