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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 | $62,238 | $86,922-28.4% | $102,438-39.2% | $80,874-23.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 19.30% | 18.90%+0.4pp | 29.37%-10.1pp | 35.62%-16.3pp |
| Employer contribution / active EE | $3,407 | $2,369+43.8% | $3,024+12.7% | $2,756+23.6% |
| Participant deferral / active EE | $5,005 | $4,119+21.5% | $5,054-1.0% | $4,297+16.5% |
| Admin fee / account holder | $4,404 | $8,050-45.3% | $9,448-53.4% | $6,935-36.5% |