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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 | $46,407 | $101,795-54.4% | $165,100-71.9% | $80,959-42.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.90% | 16.73%-4.8pp | 70.21%-58.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,528 | $2,954-14.4% | $4,348-41.8% | $2,757-8.3% |
| Participant deferral / active EE | $5,603 | $4,476+25.2% | $6,035-7.2% | $4,300+30.3% |
| Admin fee / account holder | $6,465 | $8,221-21.4% | $12,696-49.1% | $6,925-6.6% |