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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 | $78,013-12.2% | $178,449-61.6% | $80,911-15.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.61% | 18.07%-5.5pp | 27.09%-14.5pp | 35.63%-23.0pp |
| Employer contribution / active EE | $3,334 | $2,287+45.8% | $3,951-15.6% | $2,756+21.0% |
| Participant deferral / active EE | $6,280 | $4,408+42.5% | $6,2770% | $4,297+46.1% |
| Admin fee / account holder | $6,509 | $7,166-9.2% | $10,362-37.2% | $6,935-6.1% |