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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 | $56,667 | $57,140-0.8% | $85,240-33.5% | $80,959-30.0% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 16.55% | 21.71%-5.2pp | 66.75%-50.2pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,830 | $1,802+1.6% | $2,735-33.1% | $2,757-33.6% |
| Participant deferral / active EE | $2,755 | $3,115-11.6% | $4,527-39.2% | $4,300-35.9% |
| Admin fee / account holder | $5,051 | $4,992+1.2% | $6,165-18.1% | $6,925-27.1% |