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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 | $62,288 | $67,894-8.3% | $89,340-30.3% | $82,448-24.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 15.23% | 19.21%-4.0pp | 20.57%-5.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,525 | $1,828+38.1% | $2,231+13.1% | $2,551-1.0% |
| Participant deferral / active EE | $4,358 | $3,072+41.9% | $3,823+14.0% | $4,139+5.3% |
| Admin fee / account holder | $3,382 | $5,723-40.9% | $6,704-49.5% | $7,234-53.2% |