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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 | $64,816 | $123,793-47.6% | $177,840-63.6% | $79,852-18.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.35% | 22.82%-9.5pp | 48.32%-35.0pp | 31.72%-18.4pp |
| Employer contribution / active EE | $3,653 | $4,095-10.8% | $5,919-38.3% | $2,471+47.8% |
| Participant deferral / active EE | $3,854 | $5,956-35.3% | $7,714-50.0% | $3,740+3.0% |
| Admin fee / account holder | $15,510 | $7,243+114.1% | $12,431+24.8% | $5,306+192.3% |