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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 | $77,810 | $95,453-18.5% | $112,040-30.6% | $82,448-5.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.27% | 23.92%-5.7pp | 24.52%-6.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,081 | $2,318-10.2% | $2,954-29.5% | $2,551-18.4% |
| Participant deferral / active EE | $5,762 | $4,224+36.4% | $5,098+13.0% | $4,139+39.2% |
| Admin fee / account holder | $1,390 | $9,013-84.6% | $12,098-88.5% | $7,234-80.8% |