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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 | $71,606 | $81,331-12.0% | $155,534-54.0% | $80,935-11.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.52% | 33.37%-20.9pp | 64.92%-52.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $2,290 | $3,105-26.2% | $4,675-51.0% | $2,757-16.9% |
| Participant deferral / active EE | $4,293 | $3,454+24.3% | $5,630-23.8% | $4,299-0.1% |
| Admin fee / account holder | $9,536 | $7,999+19.2% | $15,900-40.0% | $6,924+37.7% |