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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 | $78,400 | $81,331-3.6% | $155,534-49.6% | $80,935-3.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.16% | 33.37%-19.2pp | 64.92%-50.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $5,725 | $3,105+84.4% | $4,675+22.5% | $2,757+107.7% |
| Participant deferral / active EE | $5,434 | $3,454+57.3% | $5,630-3.5% | $4,299+26.4% |
| Admin fee / account holder | $4,106 | $7,999-48.7% | $15,900-74.2% | $6,924-40.7% |