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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 | $66,528 | $73,787-9.8% | $98,716-32.6% | $82,448-19.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 13.98% | 18.57%-4.6pp | 31.81%-17.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,694 | $1,511+12.1% | $2,279-25.6% | $2,551-33.6% |
| Participant deferral / active EE | $3,481 | $3,081+13.0% | $4,048-14.0% | $4,139-15.9% |
| Admin fee / account holder | $30,625 | $6,500+371.1% | $8,703+251.9% | $7,234+323.3% |