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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 | $65,048 | $76,834-15.3% | $108,359-40.0% | $87,485-25.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 16.26% | 19.09%-2.8pp | 36.89%-20.6pp | 26.06%-9.8pp |
| Employer contribution / active EE | $4,341 | $1,556+178.9% | $2,399+80.9% | $2,596+67.2% |
| Participant deferral / active EE | $2,840 | $3,100-8.4% | $4,137-31.3% | $4,274-33.5% |
| Admin fee / account holder | $4,485 | $6,537-31.4% | $9,741-54.0% | $7,775-42.3% |