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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 | $69,217 | $86,919-20.4% | $102,457-32.4% | $80,911-14.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.82% | 18.90%-8.1pp | 29.41%-18.6pp | 35.63%-24.8pp |
| Employer contribution / active EE | $3,702 | $2,368+56.3% | $3,022+22.5% | $2,756+34.3% |
| Participant deferral / active EE | $2,772 | $4,119-32.7% | $5,054-45.2% | $4,297-35.5% |
| Admin fee / account holder | $877 | $8,049-89.1% | $9,451-90.7% | $6,935-87.4% |