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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 | $81,331-25.1% | $155,534-60.8% | $80,935-24.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.90% | 33.37%-18.5pp | 64.92%-50.0pp | 35.66%-20.8pp |
| Employer contribution / active EE | $3,080 | $3,105-0.8% | $4,675-34.1% | $2,757+11.7% |
| Participant deferral / active EE | $6,852 | $3,454+98.4% | $5,630+21.7% | $4,299+59.4% |
| Admin fee / account holder | $549 | $7,999-93.1% | $15,900-96.5% | $6,924-92.1% |