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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 | $50,963 | $94,031-45.8% | $115,768-56.0% | $82,448-38.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 17.91% | 20.61%-2.7pp | 100.46%-82.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,039 | $2,323+30.8% | $2,940+3.4% | $2,551+19.1% |
| Participant deferral / active EE | $3,790 | $3,972-4.6% | $4,917-22.9% | $4,139-8.4% |
| Admin fee / account holder | $2,526 | $10,249-75.4% | $12,439-79.7% | $7,234-65.1% |