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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 | $41,025 | $86,940-52.8% | $102,434-59.9% | $80,935-49.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.40% | 18.89%-8.5pp | 29.46%-19.1pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,364 | $2,370-42.5% | $3,023-54.9% | $2,757-50.5% |
| Participant deferral / active EE | $4,404 | $4,121+6.9% | $5,055-12.9% | $4,299+2.4% |
| Admin fee / account holder | $9,540 | $8,047+18.5% | $9,462+0.8% | $6,924+37.8% |