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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 | $81,276-22.0% | $155,574-59.3% | $80,925-21.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 23.09% | 33.36%-10.3pp | 64.87%-41.8pp | 35.65%-12.6pp |
| Employer contribution / active EE | $3,394 | $3,103+9.4% | $4,676-27.4% | $2,756+23.2% |
| Participant deferral / active EE | $7,310 | $3,453+111.7% | $5,629+29.9% | $4,299+70.1% |
| Admin fee / account holder | $1,287 | $7,993-83.9% | $15,914-91.9% | $6,940-81.5% |