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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 | $72,545 | $106,749-32.0% | $145,433-50.1% | $82,448-12.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.02% | 27.59%-12.6pp | 66.58%-51.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,499 | $3,444+1.6% | $4,554-23.2% | $2,551+37.2% |
| Participant deferral / active EE | $3,859 | $6,519-40.8% | $7,897-51.1% | $4,139-6.8% |
| Admin fee / account holder | $1,725 | $8,390-79.4% | $13,129-86.9% | $7,234-76.2% |