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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 | $69,712 | $104,098-33.0% | $140,514-50.4% | $94,015-25.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 11.86% | 15.14%-3.3pp | 14.36%-2.5pp | 17.84%-6.0pp |
| Employer contribution / active EE | $4,765 | $2,388+99.5% | $3,378+41.0% | $2,790+70.8% |
| Participant deferral / active EE | $4,651 | $4,033+15.3% | $4,919-5.4% | $4,249+9.5% |
| Admin fee / account holder | $1,720 | $10,439-83.5% | $13,697-87.4% | $8,951-80.8% |