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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 | $43,458 | $67,602-35.7% | $82,312-47.2% | $70,126-38.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.22% | 21.57%-7.3pp | 25.88%-11.7pp | 73.15%-58.9pp |
| Employer contribution / active EE | $2,075 | $1,755+18.3% | $2,428-14.5% | $2,343-11.4% |
| Participant deferral / active EE | $2,431 | $2,987-18.6% | $3,706-34.4% | $3,332-27.0% |
| Admin fee / account holder | $2,413 | $4,512-46.5% | $5,608-57.0% | $4,645-48.1% |