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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 | $81,262-15.7% | $155,602-56.0% | $80,911-15.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.65% | 33.34%-22.7pp | 64.81%-54.2pp | 35.63%-25.0pp |
| Employer contribution / active EE | $4,049 | $3,102+30.5% | $4,675-13.4% | $2,756+46.9% |
| Participant deferral / active EE | $3,815 | $3,451+10.5% | $5,629-32.2% | $4,297-11.2% |
| Admin fee / account holder | $692 | $7,992-91.3% | $15,923-95.7% | $6,935-90.0% |