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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 | $58,119 | $76,407-23.9% | $150,298-61.3% | $82,448-29.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.00% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,113 | $2,614+19.1% | $4,154-25.1% | $2,551+22.0% |
| Participant deferral / active EE | $3,726 | $3,214+15.9% | $5,453-31.7% | $4,139-10.0% |
| Admin fee / account holder | $11,977 | $6,352+88.6% | $14,116-15.2% | $7,234+65.6% |