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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 | $64,506 | $71,057-9.2% | $93,654-31.1% | $80,874-20.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 16.50% | 11.26%+5.2pp | 133.34%-116.8pp | 35.62%-19.1pp |
| Employer contribution / active EE | $1,700 | $1,564+8.7% | $2,421-29.8% | $2,756-38.3% |
| Participant deferral / active EE | $3,445 | $4,034-14.6% | $4,413-21.9% | $4,297-19.8% |
| Admin fee / account holder | $1,320 | $6,944-81.0% | $8,282-84.1% | $6,935-81.0% |