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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 | $48,211 | $83,898-42.5% | $133,346-63.8% | $94,015-48.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 18.42% | 16.00%+2.4pp | 36.85%-18.4pp | 17.84%+0.6pp |
| Employer contribution / active EE | $2,892 | $1,821+58.8% | $2,853+1.3% | $2,790+3.6% |
| Participant deferral / active EE | $2,517 | $3,245-22.4% | $4,332-41.9% | $4,249-40.8% |
| Admin fee / account holder | $4,815 | $7,809-38.3% | $14,264-66.2% | $8,951-46.2% |