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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 | $45,096 | $92,041-51.0% | $299,830-85.0% | $94,015-52.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 70.8%+29.2pp |
| Annual return | 12.86% | 15.24%-2.4pp | 10.58%+2.3pp | 17.84%-5.0pp |
| Employer contribution / active EE | $2,588 | $2,506+3.3% | $5,842-55.7% | $2,790-7.2% |
| Participant deferral / active EE | $2,867 | $4,287-33.1% | $7,038-59.3% | $4,249-32.5% |
| Admin fee / account holder | $1,200 | $8,997-86.7% | $50,982-97.6% | $8,951-86.6% |