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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 | $73,827 | $86,949-15.1% | $102,460-27.9% | $80,959-8.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.02% | 18.89%-7.9pp | 29.47%-18.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $3,052 | $2,370+28.8% | $3,025+0.9% | $2,757+10.7% |
| Participant deferral / active EE | $3,630 | $4,121-11.9% | $5,056-28.2% | $4,300-15.6% |
| Admin fee / account holder | $14,246 | $8,048+77.0% | $9,460+50.6% | $6,925+105.7% |