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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 | $56,736 | $68,705-17.4% | $86,279-34.2% | $82,637-31.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 78.7%+21.3pp | 68.1%+31.9pp |
| Annual return | 15.51% | 16.81%-1.3pp | 30.40%-14.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $3,206 | $3,714-13.7% | $4,663-31.3% | $2,552+25.6% |
| Participant deferral / active EE | $5,059 | $4,188+20.8% | $5,658-10.6% | $4,126+22.6% |
| Admin fee / account holder | $2,775 | $6,541-57.6% | $10,485-73.5% | $7,339-62.2% |