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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 | $55,282 | $94,439-41.5% | $73,658-24.9% | $154,746-64.3% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 7.59% | 28.25%-20.7pp | 29.72%-22.1pp | 172.34%-164.7pp |
| Employer contribution / active EE | $7,014 | $1,257+457.9% | $1,032+579.5% | $4,379+60.2% |
| Participant deferral / active EE | $4,448 | $2,527+76.0% | $2,062+115.7% | $6,730-33.9% |
| Admin fee / account holder | $2,759 | $3,843-28.2% | $3,357-17.8% | $14,365-80.8% |