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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 | $37,576 | $49,025-23.4% | $87,502-57.1% | $62,881-40.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 7.08% | 10.02%-2.9pp | 12.21%-5.1pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,817 | $1,372+32.5% | $2,550-28.7% | $2,281-20.3% |
| Participant deferral / active EE | $1,653 | $2,289-27.8% | $3,149-47.5% | $3,203-48.4% |
| Admin fee / account holder | $2,927 | $4,065-28.0% | $4,221-30.6% | $4,296-31.9% |