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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 | $68,804 | $78,520-12.4% | $96,576-28.8% | $82,448-16.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 17.34% | 41.30%-24.0pp | 38.47%-21.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $7,412 | $2,630+181.9% | $3,553+108.6% | $2,551+190.5% |
| Participant deferral / active EE | $11,082 | $6,754+64.1% | $7,956+39.3% | $4,139+167.7% |
| Admin fee / account holder | $4,254 | $13,455-68.4% | $11,381-62.6% | $7,234-41.2% |