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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 | $79,213 | $81,358-2.6% | $155,556-49.1% | $80,959-2.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 24.42% | 33.39%-9.0pp | 64.84%-40.4pp | 35.67%-11.2pp |
| Employer contribution / active EE | $1,277 | $3,106-58.9% | $4,675-72.7% | $2,757-53.7% |
| Participant deferral / active EE | $4,480 | $3,455+29.6% | $5,631-20.4% | $4,300+4.2% |
| Admin fee / account holder | $398 | $7,994-95.0% | $15,885-97.5% | $6,925-94.3% |