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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 | $50,906 | $136,307-62.7% | $106,619-52.3% | $273,972-81.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.95% | 11.05%-2.1pp | 9.42%-0.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,002 | $5,190-61.4% | $3,947-49.3% | $4,869-58.9% |
| Participant deferral / active EE | $5,243 | $4,969+5.5% | $3,930+33.4% | $5,287-0.8% |
| Admin fee / account holder | $1,031 | $8,625-88.0% | $6,418-83.9% | $10,133-89.8% |