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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 | $71,651 | $132,310-45.8% | $105,754-32.2% | $273,972-73.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.79% | 10.08%-3.3pp | 12.25%-5.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $4,952 | $4,867+1.8% | $4,079+21.4% | $4,869+1.7% |
| Participant deferral / active EE | $13,710 | $6,233+120.0% | $5,326+157.4% | $5,287+159.3% |
| Admin fee / account holder | $46,371 | $12,036+285.3% | $8,309+458.1% | $10,133+357.6% |