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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 | $73,772 | $64,359+14.6% | $90,161-18.2% | $70,126+5.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.45% | 28.13%-12.7pp | 34.89%-19.4pp | 73.15%-57.7pp |
| Employer contribution / active EE | $991 | $2,046-51.5% | $3,318-70.1% | $2,343-57.7% |
| Participant deferral / active EE | $5,974 | $4,389+36.1% | $5,287+13.0% | $3,332+79.3% |
| Admin fee / account holder | $10,887 | $3,945+176.0% | $5,943+83.2% | $4,645+134.3% |