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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 | $69,325 | $95,404-27.3% | $113,397-38.9% | $82,637-16.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.34% | 19.08%-5.7pp | 23.20%-9.9pp | 53.51%-40.2pp |
| Employer contribution / active EE | $2,698 | $2,307+16.9% | $2,977-9.4% | $2,552+5.7% |
| Participant deferral / active EE | $6,701 | $4,220+58.8% | $5,076+32.0% | $4,126+62.4% |
| Admin fee / account holder | $11,404 | $9,168+24.4% | $11,957-4.6% | $7,339+55.4% |