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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 | $72,113 | $78,690-8.4% | $161,489-55.3% | $87,485-17.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 28.41% | 32.74%-4.3pp | 89.72%-61.3pp | 26.06%+2.4pp |
| Employer contribution / active EE | $3,973 | $2,588+53.5% | $4,268-6.9% | $2,596+53.0% |
| Participant deferral / active EE | $4,121 | $3,311+24.5% | $5,630-26.8% | $4,274-3.6% |
| Admin fee / account holder | $8,674 | $6,724+29.0% | $16,006-45.8% | $7,775+11.6% |