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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 | $81,331-11.3% | $155,534-53.6% | $80,935-10.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.08% | 33.37%-21.3pp | 64.92%-52.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $4,231 | $3,105+36.3% | $4,675-9.5% | $2,757+53.5% |
| Participant deferral / active EE | $4,002 | $3,454+15.9% | $5,630-28.9% | $4,299-6.9% |
| Admin fee / account holder | $2,276 | $7,999-71.6% | $15,900-85.7% | $6,924-67.1% |