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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 | $64,817 | $76,551-15.3% | $123,894-47.7% | $62,881+3.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.42% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $3,135 | $2,882+8.7% | $4,617-32.1% | $2,281+37.4% |
| Participant deferral / active EE | $4,555 | $4,840-5.9% | $5,984-23.9% | $3,203+42.2% |
| Admin fee / account holder | $3,620 | $4,826-25.0% | $8,357-56.7% | $4,296-15.7% |