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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 | $73,787-11.8% | $98,716-34.1% | $82,448-21.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 16.26% | 18.57%-2.3pp | 31.81%-15.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $4,341 | $1,511+187.2% | $2,279+90.5% | $2,551+70.2% |
| Participant deferral / active EE | $2,840 | $3,081-7.8% | $4,048-29.8% | $4,139-31.4% |
| Admin fee / account holder | $4,485 | $6,500-31.0% | $8,703-48.5% | $7,234-38.0% |