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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 | $63,756 | $81,276-21.6% | $155,574-59.0% | $80,925-21.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.24% | 33.36%-16.1pp | 64.87%-47.6pp | 35.65%-18.4pp |
| Employer contribution / active EE | $5,160 | $3,103+66.3% | $4,676+10.3% | $2,756+87.2% |
| Participant deferral / active EE | $4,155 | $3,453+20.3% | $5,629-26.2% | $4,299-3.3% |
| Admin fee / account holder | $8,177 | $7,993+2.3% | $15,914-48.6% | $6,940+17.8% |