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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 | $64,825 | $93,064-30.3% | $74,577-13.1% | $273,972-76.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.34% | 26.18%-19.8pp | 20.47%-14.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,838 | $3,160-10.2% | $2,525+12.4% | $4,869-41.7% |
| Participant deferral / active EE | $6,185 | $4,160+48.7% | $3,458+78.8% | $5,287+17.0% |
| Admin fee / account holder | $3,522 | $5,273-33.2% | $4,138-14.9% | $10,133-65.2% |