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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 | $57,517 | $69,590-17.3% | $136,867-58.0% | $94,015-38.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 10.86% | 19.62%-8.8pp | 42.97%-32.1pp | 17.84%-7.0pp |
| Employer contribution / active EE | $3,256 | $2,396+35.8% | $3,547-8.2% | $2,790+16.7% |
| Participant deferral / active EE | $5,716 | $3,437+66.3% | $4,924+16.1% | $4,249+34.5% |
| Admin fee / account holder | $2,442 | $8,912-72.6% | $10,340-76.4% | $8,951-72.7% |