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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 | $63,381 | $81,233-22.0% | $155,567-59.3% | $80,874-21.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 23.09% | 33.33%-10.2pp | 64.74%-41.7pp | 35.62%-12.5pp |
| Employer contribution / active EE | $3,394 | $3,101+9.5% | $4,674-27.4% | $2,756+23.2% |
| Participant deferral / active EE | $7,310 | $3,452+111.8% | $5,628+29.9% | $4,297+70.1% |
| Admin fee / account holder | $1,287 | $7,998-83.9% | $15,916-91.9% | $6,935-81.4% |