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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 | $72,162 | $81,233-11.2% | $155,567-53.6% | $80,874-10.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.08% | 33.33%-21.3pp | 64.74%-52.7pp | 35.62%-23.5pp |
| Employer contribution / active EE | $4,231 | $3,101+36.4% | $4,674-9.5% | $2,756+53.5% |
| Participant deferral / active EE | $4,002 | $3,452+15.9% | $5,628-28.9% | $4,297-6.9% |
| Admin fee / account holder | $2,276 | $7,998-71.5% | $15,916-85.7% | $6,935-67.2% |