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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 | $64,291 | $84,236-23.7% | $170,435-62.3% | $70,126-8.3% |
| Participation rate | 98.6% | 70.8%+27.7pp | 83.6%+15.0pp | 69.5%+29.0pp |
| Annual return | 16.00% | 23.06%-7.1pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $2,816 | $3,387-16.9% | $5,432-48.2% | $2,343+20.2% |
| Participant deferral / active EE | $3,527 | $3,086+14.3% | $4,939-28.6% | $3,332+5.8% |
| Admin fee / account holder | $668 | $5,698-88.3% | $13,881-95.2% | $4,645-85.6% |