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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 | $95,404-18.4% | $113,397-31.4% | $82,637-5.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.27% | 19.08%-0.8pp | 23.20%-4.9pp | 53.51%-35.2pp |
| Employer contribution / active EE | $2,081 | $2,307-9.8% | $2,977-30.1% | $2,552-18.5% |
| Participant deferral / active EE | $5,762 | $4,220+36.5% | $5,076+13.5% | $4,126+39.6% |
| Admin fee / account holder | $1,390 | $9,168-84.8% | $11,957-88.4% | $7,339-81.1% |