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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 | $68,956 | $81,457-15.3% | $103,378-33.3% | $80,911-14.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 27.35% | 25.58%+1.8pp | 24.91%+2.4pp | 35.63%-8.3pp |
| Employer contribution / active EE | $2,464 | $3,107-20.7% | $3,870-36.3% | $2,756-10.6% |
| Participant deferral / active EE | $5,207 | $3,871+34.5% | $5,058+3.0% | $4,297+21.2% |
| Admin fee / account holder | $11,395 | $6,717+69.6% | $8,401+35.6% | $6,935+64.3% |