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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 | $73,767 | $63,949+15.4% | $129,031-42.8% | $94,015-21.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.4%+26.6pp | 70.8%+29.2pp |
| Annual return | 13.33% | 17.56%-4.2pp | 34.67%-21.3pp | 17.84%-4.5pp |
| Employer contribution / active EE | $2,415 | $1,865+29.5% | $3,226-25.1% | $2,790-13.4% |
| Participant deferral / active EE | $2,613 | $3,686-29.1% | $5,217-49.9% | $4,249-38.5% |
| Admin fee / account holder | $3,943 | $5,523-28.6% | $13,208-70.1% | $8,951-56.0% |