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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 | $81,233-17.9% | $155,567-57.1% | $80,874-17.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.48% | 33.33%-13.9pp | 64.74%-45.3pp | 35.62%-16.1pp |
| Employer contribution / active EE | $3,582 | $3,101+15.5% | $4,674-23.4% | $2,756+30.0% |
| Participant deferral / active EE | $6,422 | $3,452+86.0% | $5,628+14.1% | $4,297+49.5% |
| Admin fee / account holder | $1,332 | $7,998-83.3% | $15,916-91.6% | $6,935-80.8% |