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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 | $53,569 | $80,983-33.9% | $96,544-44.5% | $75,177-28.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 13.74% | 27.05%-13.3pp | 25.88%-12.1pp | 160.75%-147.0pp |
| Employer contribution / active EE | $1,753 | $2,282-23.2% | $2,966-40.9% | $2,671-34.4% |
| Participant deferral / active EE | $5,548 | $3,929+41.2% | $4,851+14.4% | $4,126+34.4% |
| Admin fee / account holder | $2,463 | $6,717-63.3% | $8,254-70.2% | $5,651-56.4% |