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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 | $97,550-28.5% | $120,344-42.1% | $87,485-20.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 11.86% | 18.41%-6.6pp | 20.30%-8.4pp | 26.06%-14.2pp |
| Employer contribution / active EE | $4,765 | $2,291+108.0% | $3,020+57.8% | $2,596+83.5% |
| Participant deferral / active EE | $4,651 | $4,230+10.0% | $5,135-9.4% | $4,274+8.8% |
| Admin fee / account holder | $1,720 | $9,543-82.0% | $12,742-86.5% | $7,775-77.9% |