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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 | $76,834-15.9% | $108,359-40.4% | $87,485-26.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 32.90% | 19.09%+13.8pp | 36.89%-4.0pp | 26.06%+6.8pp |
| Employer contribution / active EE | $4,799 | $1,556+208.4% | $2,399+100.0% | $2,596+84.9% |
| Participant deferral / active EE | $3,391 | $3,100+9.4% | $4,137-18.0% | $4,274-20.6% |
| Admin fee / account holder | $3,277 | $6,537-49.9% | $9,741-66.4% | $7,775-57.9% |