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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 | $55,545 | $86,949-36.1% | $102,460-45.8% | $80,959-31.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.85% | 18.89%-3.0pp | 29.47%-13.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $3,163 | $2,370+33.5% | $3,025+4.6% | $2,757+14.7% |
| Participant deferral / active EE | $5,916 | $4,121+43.6% | $5,056+17.0% | $4,300+37.6% |
| Admin fee / account holder | $323 | $8,048-96.0% | $9,460-96.6% | $6,925-95.3% |