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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 | $61,049 | $81,504-25.1% | $102,437-40.4% | $80,959-24.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.28% | 25.60%-14.3pp | 24.95%-13.7pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,542 | $3,104-50.3% | $3,871-60.2% | $2,757-44.1% |
| Participant deferral / active EE | $4,503 | $3,871+16.3% | $5,060-11.0% | $4,300+4.7% |
| Admin fee / account holder | $4,523 | $6,719-32.7% | $8,388-46.1% | $6,925-34.7% |