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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 | $66,699 | $81,358-18.0% | $155,556-57.1% | $80,959-17.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.48% | 33.39%-13.9pp | 64.84%-45.4pp | 35.67%-16.2pp |
| Employer contribution / active EE | $3,582 | $3,106+15.3% | $4,675-23.4% | $2,757+29.9% |
| Participant deferral / active EE | $6,422 | $3,455+85.8% | $5,631+14.0% | $4,300+49.3% |
| Admin fee / account holder | $1,332 | $7,994-83.3% | $15,885-91.6% | $6,925-80.8% |