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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 | $52,354 | $93,617-44.1% | $135,982-61.5% | $75,177-30.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.59% | 30.89%-10.3pp | 68.32%-47.7pp | 160.75%-140.2pp |
| Employer contribution / active EE | $2,781 | $3,538-21.4% | $4,859-42.8% | $2,671+4.1% |
| Participant deferral / active EE | $6,893 | $6,406+7.6% | $7,760-11.2% | $4,126+67.0% |
| Admin fee / account holder | $3,548 | $6,980-49.2% | $10,767-67.0% | $5,651-37.2% |