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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 | $51,031 | $45,041+13.3% | $63,003-19.0% | $70,131-27.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.36% | 18.76%+0.6pp | 87.59%-68.2pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,543 | $2,052-24.8% | $2,760-44.1% | $2,342-34.1% |
| Participant deferral / active EE | $2,078 | $2,465-15.7% | $3,329-37.6% | $3,332-37.6% |
| Admin fee / account holder | $3,393 | $2,836+19.7% | $3,600-5.7% | $4,645-27.0% |