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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 | $63,270 | $81,331-22.2% | $155,534-59.3% | $80,935-21.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.39% | 33.37%-18.0pp | 64.92%-49.5pp | 35.66%-20.3pp |
| Employer contribution / active EE | $6,154 | $3,105+98.2% | $4,675+31.7% | $2,757+123.3% |
| Participant deferral / active EE | $4,093 | $3,454+18.5% | $5,630-27.3% | $4,299-4.8% |
| Admin fee / account holder | $4,537 | $7,999-43.3% | $15,900-71.5% | $6,924-34.5% |