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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 | $47,430 | $67,602-29.8% | $82,312-42.4% | $70,126-32.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.41% | 21.57%-5.2pp | 25.88%-9.5pp | 73.15%-56.7pp |
| Employer contribution / active EE | $3,182 | $1,755+81.3% | $2,428+31.1% | $2,343+35.9% |
| Participant deferral / active EE | $5,132 | $2,987+71.8% | $3,706+38.5% | $3,332+54.0% |
| Admin fee / account holder | $2,111 | $4,512-53.2% | $5,608-62.4% | $4,645-54.6% |