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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 | $76,181 | $101,778-25.1% | $164,975-53.8% | $80,925-5.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.99% | 16.73%-4.7pp | 70.12%-58.1pp | 35.65%-23.7pp |
| Employer contribution / active EE | $2,066 | $2,954-30.1% | $4,343-52.4% | $2,756-25.0% |
| Participant deferral / active EE | $5,301 | $4,477+18.4% | $6,033-12.1% | $4,299+23.3% |
| Admin fee / account holder | $5,992 | $8,221-27.1% | $12,688-52.8% | $6,940-13.7% |