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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 | $73,465 | $81,358-9.7% | $155,556-52.8% | $80,959-9.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.62% | 33.39%-21.8pp | 64.84%-53.2pp | 35.67%-24.1pp |
| Employer contribution / active EE | $2,605 | $3,106-16.1% | $4,675-44.3% | $2,757-5.5% |
| Participant deferral / active EE | $7,288 | $3,455+110.9% | $5,631+29.4% | $4,300+69.5% |
| Admin fee / account holder | $30,406 | $7,994+280.4% | $15,885+91.4% | $6,925+339.1% |