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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 | $70,039 | $86,938-19.4% | $102,423-31.6% | $80,925-13.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.54% | 18.89%-6.3pp | 29.42%-16.9pp | 35.65%-23.1pp |
| Employer contribution / active EE | $7,995 | $2,369+237.5% | $3,023+164.5% | $2,756+190.1% |
| Participant deferral / active EE | $2,874 | $4,120-30.3% | $5,054-43.1% | $4,299-33.1% |
| Admin fee / account holder | $11,616 | $8,053+44.2% | $9,455+22.9% | $6,940+67.4% |