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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 | $72,279 | $81,262-11.1% | $155,602-53.5% | $80,911-10.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 25.35% | 33.34%-8.0pp | 64.81%-39.5pp | 35.63%-10.3pp |
| Employer contribution / active EE | $2,941 | $3,102-5.2% | $4,675-37.1% | $2,756+6.7% |
| Participant deferral / active EE | $4,623 | $3,451+34.0% | $5,629-17.9% | $4,297+7.6% |
| Admin fee / account holder | $2,502 | $7,992-68.7% | $15,923-84.3% | $6,935-63.9% |