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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 | $57,614 | $86,922-33.7% | $102,438-43.8% | $80,874-28.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.32% | 18.90%-7.6pp | 29.37%-18.0pp | 35.62%-24.3pp |
| Employer contribution / active EE | $4,085 | $2,369+72.4% | $3,024+35.1% | $2,756+48.2% |
| Participant deferral / active EE | $6,349 | $4,119+54.1% | $5,054+25.6% | $4,297+47.8% |
| Admin fee / account holder | $16,866 | $8,050+109.5% | $9,448+78.5% | $6,935+143.2% |