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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 | $55,471 | $78,027-28.9% | $178,528-68.9% | $80,925-31.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 13.10% | 18.09%-5.0pp | 27.11%-14.0pp | 35.65%-22.5pp |
| Employer contribution / active EE | $4,580 | $2,281+100.8% | $3,950+15.9% | $2,756+66.2% |
| Participant deferral / active EE | $7,898 | $4,408+79.2% | $6,278+25.8% | $4,299+83.7% |
| Admin fee / account holder | $2,795 | $7,168-61.0% | $10,419-73.2% | $6,940-59.7% |