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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 | $30,614 | $86,949-64.8% | $102,460-70.1% | $80,959-62.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.01% | 18.89%-5.9pp | 29.47%-16.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $2,189 | $2,370-7.6% | $3,025-27.6% | $2,757-20.6% |
| Participant deferral / active EE | $5,509 | $4,121+33.7% | $5,056+8.9% | $4,300+28.1% |
| Admin fee / account holder | $1,170 | $8,048-85.5% | $9,460-87.6% | $6,925-83.1% |