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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 | $59,454 | $45,087+31.9% | $69,483-14.4% | $72,976-18.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.81% | 22.67%-5.9pp | 28.99%-12.2pp | 81.02%-64.2pp |
| Employer contribution / active EE | $1,401 | $2,055-31.8% | $2,780-49.6% | $2,440-42.6% |
| Participant deferral / active EE | $2,717 | $2,603+4.4% | $3,537-23.2% | $3,608-24.7% |
| Admin fee / account holder | $10,327 | $3,057+237.8% | $3,841+168.9% | $5,124+101.5% |