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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 | $65,038 | $73,978-12.1% | $96,515-32.6% | $75,173-13.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.79% | 26.72%-12.9pp | 35.73%-21.9pp | 160.72%-146.9pp |
| Employer contribution / active EE | $1,055 | $2,931-64.0% | $3,740-71.8% | $2,671-60.5% |
| Participant deferral / active EE | $4,226 | $3,660+15.5% | $4,880-13.4% | $4,126+2.4% |
| Admin fee / account holder | $8,697 | $5,219+66.7% | $6,735+29.1% | $5,651+53.9% |