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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 | $64,593 | $73,787-12.5% | $98,716-34.6% | $82,448-21.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 32.90% | 18.57%+14.3pp | 31.81%+1.1pp | 41.64%-8.7pp |
| Employer contribution / active EE | $4,799 | $1,511+217.6% | $2,279+110.6% | $2,551+88.1% |
| Participant deferral / active EE | $3,391 | $3,081+10.1% | $4,048-16.2% | $4,139-18.1% |
| Admin fee / account holder | $3,277 | $6,500-49.6% | $8,703-62.3% | $7,234-54.7% |