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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 | $77,814-15.0% | $158,223-58.2% | $86,983-24.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.84% | 30.54%-15.7pp | 52.09%-37.3pp | 25.83%-11.0pp |
| Employer contribution / active EE | $2,653 | $2,592+2.3% | $4,109-35.4% | $2,584+2.6% |
| Participant deferral / active EE | $5,829 | $3,270+78.3% | $5,467+6.6% | $4,194+39.0% |
| Admin fee / account holder | $3,756 | $5,879-36.1% | $16,047-76.6% | $7,856-52.2% |