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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 | $65,048 | $83,898-22.5% | $133,346-51.2% | $94,015-30.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 16.26% | 16.00%+0.3pp | 36.85%-20.6pp | 17.84%-1.6pp |
| Employer contribution / active EE | $4,341 | $1,821+138.4% | $2,853+52.1% | $2,790+55.6% |
| Participant deferral / active EE | $2,840 | $3,245-12.5% | $4,332-34.4% | $4,249-33.2% |
| Admin fee / account holder | $4,485 | $7,809-42.6% | $14,264-68.6% | $8,951-49.9% |