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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 | $75,363 | $87,060-13.4% | $105,591-28.6% | $80,911-6.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.16% | 17.05%-4.9pp | 116.43%-104.3pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,850 | $2,396-22.8% | $3,166-41.6% | $2,756-32.9% |
| Participant deferral / active EE | $4,701 | $3,986+17.9% | $5,008-6.1% | $4,297+9.4% |
| Admin fee / account holder | $1,814 | $8,442-78.5% | $11,024-83.5% | $6,935-73.8% |