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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 | $44,158 | $58,493-24.5% | $84,021-47.4% | $72,975-39.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.80% | 28.93%-6.1pp | 71.32%-48.5pp | 81.01%-58.2pp |
| Employer contribution / active EE | $2,904 | $1,163+149.7% | $1,984+46.4% | $2,440+19.0% |
| Participant deferral / active EE | $5,911 | $2,394+146.9% | $3,239+82.5% | $3,608+63.9% |
| Admin fee / account holder | $2,650 | $4,569-42.0% | $6,102-56.6% | $5,124-48.3% |