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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 | $67,379 | $138,385-51.3% | $184,243-63.4% | $80,925-16.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.73% | 20.02%-3.3pp | 28.82%-12.1pp | 35.65%-18.9pp |
| Employer contribution / active EE | $3,316 | $4,851-31.6% | $6,427-48.4% | $2,756+20.3% |
| Participant deferral / active EE | $13,933 | $7,075+96.9% | $9,132+52.6% | $4,299+224.1% |
| Admin fee / account holder | $14,893 | $10,489+42.0% | $13,914+7.0% | $6,940+114.6% |