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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 | $74,246 | $123,793-40.0% | $177,848-58.3% | $79,856-7.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.06% | 22.82%-3.8pp | 48.33%-29.3pp | 31.71%-12.7pp |
| Employer contribution / active EE | $3,851 | $4,095-6.0% | $5,919-34.9% | $2,471+55.8% |
| Participant deferral / active EE | $6,560 | $5,956+10.1% | $7,714-15.0% | $3,741+75.4% |
| Admin fee / account holder | $5,169 | $7,243-28.6% | $12,431-58.4% | $5,306-2.6% |