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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 | $75,380 | $81,358-7.3% | $155,556-51.5% | $80,959-6.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.34% | 33.39%-19.1pp | 64.84%-50.5pp | 35.67%-21.3pp |
| Employer contribution / active EE | $3,429 | $3,106+10.4% | $4,675-26.7% | $2,757+24.4% |
| Participant deferral / active EE | $3,404 | $3,455-1.5% | $5,631-39.5% | $4,300-20.8% |
| Admin fee / account holder | $4,047 | $7,994-49.4% | $15,885-74.5% | $6,925-41.6% |