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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 | $52,265 | $123,793-57.8% | $177,840-70.6% | $79,852-34.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.53% | 22.82%-2.3pp | 48.32%-27.8pp | 31.72%-11.2pp |
| Employer contribution / active EE | $5,464 | $4,095+33.4% | $5,919-7.7% | $2,471+121.1% |
| Participant deferral / active EE | $5,295 | $5,956-11.1% | $7,714-31.4% | $3,740+41.6% |
| Admin fee / account holder | $3,548 | $7,243-51.0% | $12,431-71.5% | $5,306-33.1% |