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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 | $56,737 | $78,423-27.7% | $95,964-40.9% | $79,856-29.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 24.91% | 19.37%+5.5pp | 91.64%-66.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $1,914 | $1,945-1.6% | $2,541-24.7% | $2,471-22.5% |
| Participant deferral / active EE | $5,401 | $3,440+57.0% | $4,167+29.6% | $3,741+44.4% |
| Admin fee / account holder | $1,897 | $5,622-66.3% | $6,797-72.1% | $5,306-64.2% |