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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 | $74,227 | $81,476-8.9% | $102,383-27.5% | $80,925-8.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.52% | 25.59%-8.1pp | 24.94%-7.4pp | 35.65%-18.1pp |
| Employer contribution / active EE | $6,438 | $3,105+107.4% | $3,870+66.4% | $2,756+133.6% |
| Participant deferral / active EE | $4,845 | $3,871+25.2% | $5,060-4.3% | $4,299+12.7% |
| Admin fee / account holder | $1,649 | $6,717-75.4% | $8,391-80.3% | $6,940-76.2% |