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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 | $74,688 | $77,638-3.8% | $156,551-52.3% | $62,881+18.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.22% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,196 | $3,444-7.2% | $5,501-41.9% | $2,281+40.1% |
| Participant deferral / active EE | $4,625 | $3,046+51.9% | $4,871-5.0% | $3,203+44.4% |
| Admin fee / account holder | $1,916 | $5,561-65.5% | $13,028-85.3% | $4,296-55.4% |