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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 | $60,938 | $81,262-25.0% | $155,602-60.8% | $80,911-24.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.90% | 33.34%-18.4pp | 64.81%-49.9pp | 35.63%-20.7pp |
| Employer contribution / active EE | $3,080 | $3,102-0.7% | $4,675-34.1% | $2,756+11.8% |
| Participant deferral / active EE | $6,852 | $3,451+98.5% | $5,629+21.7% | $4,297+59.5% |
| Admin fee / account holder | $549 | $7,992-93.1% | $15,923-96.6% | $6,935-92.1% |