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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 | $45,023 | $103,164-56.4% | $90,259-50.1% | $154,746-70.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 13.22% | 19.25%-6.0pp | 18.88%-5.7pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,964 | $2,532-22.4% | $2,291-14.3% | $4,379-55.1% |
| Participant deferral / active EE | $4,673 | $4,422+5.7% | $3,827+22.1% | $6,730-30.6% |
| Admin fee / account holder | $5,543 | $8,593-35.5% | $7,267-23.7% | $14,365-61.4% |