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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 | $67,226 | $69,137-2.8% | $182,153-63.1% | $94,015-28.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 65.7%+34.3pp | 70.8%+29.2pp |
| Annual return | 15.85% | 21.34%-5.5pp | 35.04%-19.2pp | 17.84%-2.0pp |
| Employer contribution / active EE | $2,033 | $2,152-5.5% | $2,593-21.6% | $2,790-27.1% |
| Participant deferral / active EE | $4,026 | $2,665+51.1% | $3,776+6.6% | $4,249-5.2% |
| Admin fee / account holder | $1,873 | $11,615-83.9% | $9,477-80.2% | $8,951-79.1% |