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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 | $77,432 | $81,504-5.0% | $102,437-24.4% | $80,959-4.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.10% | 25.60%-14.5pp | 24.95%-13.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $5,662 | $3,104+82.5% | $3,871+46.3% | $2,757+105.4% |
| Participant deferral / active EE | $4,209 | $3,871+8.7% | $5,060-16.8% | $4,300-2.1% |
| Admin fee / account holder | $2,999 | $6,719-55.4% | $8,388-64.2% | $6,925-56.7% |