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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 | $66,144 | $75,541-12.4% | $152,093-56.5% | $82,637-20.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.84% | 32.56%-17.7pp | 66.36%-51.5pp | 53.51%-38.7pp |
| Employer contribution / active EE | $2,653 | $2,622+1.2% | $4,175-36.5% | $2,552+3.9% |
| Participant deferral / active EE | $5,829 | $3,206+81.9% | $5,451+6.9% | $4,126+41.3% |
| Admin fee / account holder | $3,756 | $6,405-41.4% | $14,497-74.1% | $7,339-48.8% |