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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 | $56,457 | $99,380-43.2% | $90,312-37.5% | $155,188-63.6% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 16.95% | 19.35%-2.4pp | 18.90%-1.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,313 | $2,390-3.2% | $2,243+3.2% | $4,248-45.5% |
| Participant deferral / active EE | $4,797 | $4,212+13.9% | $3,749+27.9% | $6,531-26.6% |
| Admin fee / account holder | $6,674 | $9,766-31.7% | $8,248-19.1% | $14,480-53.9% |