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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 | $73,907 | $63,845+15.8% | $81,370-9.2% | $80,959-8.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 14.07% | 16.37%-2.3pp | 24.85%-10.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $6,586 | $1,980+232.7% | $2,464+167.3% | $2,757+138.9% |
| Participant deferral / active EE | $6,256 | $3,093+102.3% | $3,885+61.0% | $4,300+45.5% |
| Admin fee / account holder | $4,693 | $5,688-17.5% | $5,749-18.4% | $6,925-32.2% |