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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 | $97,550-20.2% | $120,344-35.3% | $87,485-11.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 18.27% | 18.41%-0.1pp | 20.30%-2.0pp | 26.06%-7.8pp |
| Employer contribution / active EE | $2,081 | $2,291-9.1% | $3,020-31.1% | $2,596-19.8% |
| Participant deferral / active EE | $5,762 | $4,230+36.2% | $5,135+12.2% | $4,274+34.8% |
| Admin fee / account holder | $1,390 | $9,543-85.4% | $12,742-89.1% | $7,775-82.1% |