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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 | $68,476 | $78,027-12.2% | $178,528-61.6% | $80,925-15.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 12.61% | 18.09%-5.5pp | 27.11%-14.5pp | 35.65%-23.0pp |
| Employer contribution / active EE | $3,334 | $2,281+46.1% | $3,950-15.6% | $2,756+21.0% |
| Participant deferral / active EE | $6,280 | $4,408+42.5% | $6,2780% | $4,299+46.1% |
| Admin fee / account holder | $6,509 | $7,168-9.2% | $10,419-37.5% | $6,940-6.2% |