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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 | $62,405 | $91,559-31.8% | $133,971-53.4% | $79,852-21.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.87% | 61.85%-48.0pp | 45.09%-31.2pp | 31.72%-17.8pp |
| Employer contribution / active EE | $1,508 | $2,384-36.8% | $3,919-61.5% | $2,471-39.0% |
| Participant deferral / active EE | $4,204 | $3,734+12.6% | $5,047-16.7% | $3,740+12.4% |
| Admin fee / account holder | $7,508 | $6,321+18.8% | $8,929-15.9% | $5,306+41.5% |