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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 | $68,488 | $81,233-15.7% | $155,567-56.0% | $80,874-15.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.65% | 33.33%-22.7pp | 64.74%-54.1pp | 35.62%-25.0pp |
| Employer contribution / active EE | $4,049 | $3,101+30.6% | $4,674-13.4% | $2,756+46.9% |
| Participant deferral / active EE | $3,815 | $3,452+10.5% | $5,628-32.2% | $4,297-11.2% |
| Admin fee / account holder | $692 | $7,998-91.3% | $15,916-95.7% | $6,935-90.0% |