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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 | $50,072 | $49,025+2.1% | $87,502-42.8% | $62,881-20.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 5.07% | 10.02%-5.0pp | 12.21%-7.1pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,576 | $1,372+14.9% | $2,550-38.2% | $2,281-30.9% |
| Participant deferral / active EE | $3,818 | $2,289+66.8% | $3,149+21.3% | $3,203+19.2% |
| Admin fee / account holder | $3,485 | $4,065-14.3% | $4,221-17.4% | $4,296-18.9% |