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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 | $48,039 | $45,087+6.5% | $69,483-30.9% | $72,976-34.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.57% | 22.67%-2.1pp | 28.99%-8.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $2,068 | $2,055+0.6% | $2,780-25.6% | $2,440-15.2% |
| Participant deferral / active EE | $1,851 | $2,603-28.9% | $3,537-47.7% | $3,608-48.7% |
| Admin fee / account holder | $2,194 | $3,057-28.2% | $3,841-42.9% | $5,124-57.2% |