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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 | $57,437 | $86,940-33.9% | $102,434-43.9% | $80,935-29.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 22.20% | 18.89%+3.3pp | 29.46%-7.3pp | 35.66%-13.5pp |
| Employer contribution / active EE | $1,856 | $2,370-21.7% | $3,023-38.6% | $2,757-32.7% |
| Participant deferral / active EE | $5,655 | $4,121+37.2% | $5,055+11.9% | $4,299+31.5% |
| Admin fee / account holder | $3,672 | $8,047-54.4% | $9,462-61.2% | $6,924-47.0% |