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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 | $45,843 | $58,493-21.6% | $84,023-45.4% | $72,976-37.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 18.73% | 28.93%-10.2pp | 71.32%-52.6pp | 81.02%-62.3pp |
| Employer contribution / active EE | $2,162 | $1,163+85.9% | $1,984+9.0% | $2,440-11.4% |
| Participant deferral / active EE | $2,518 | $2,394+5.2% | $3,239-22.3% | $3,608-30.2% |
| Admin fee / account holder | $9,910 | $4,569+116.9% | $6,102+62.4% | $5,124+93.4% |