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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 | $86,922-64.8% | $102,438-70.1% | $80,874-62.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.01% | 18.90%-5.9pp | 29.37%-16.4pp | 35.62%-22.6pp |
| Employer contribution / active EE | $2,189 | $2,369-7.6% | $3,024-27.6% | $2,756-20.6% |
| Participant deferral / active EE | $5,509 | $4,119+33.7% | $5,054+9.0% | $4,297+28.2% |
| Admin fee / account holder | $1,170 | $8,050-85.5% | $9,448-87.6% | $6,935-83.1% |