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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 | $74,205 | $123,793-40.1% | $177,848-58.3% | $79,856-7.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 17.72% | 22.82%-5.1pp | 48.33%-30.6pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,424 | $4,095-16.4% | $5,919-42.1% | $2,471+38.6% |
| Participant deferral / active EE | $4,952 | $5,956-16.9% | $7,714-35.8% | $3,741+32.4% |
| Admin fee / account holder | $1,198 | $7,243-83.5% | $12,431-90.4% | $5,306-77.4% |