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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 | $69,048 | $95,453-27.7% | $112,040-38.4% | $82,448-16.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.62% | 23.92%-10.3pp | 24.52%-10.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $5,312 | $2,318+129.2% | $2,954+79.8% | $2,551+108.2% |
| Participant deferral / active EE | $12,178 | $4,224+188.3% | $5,098+138.9% | $4,139+194.2% |
| Admin fee / account holder | $10,866 | $9,013+20.6% | $12,098-10.2% | $7,234+50.2% |