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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 | $81,233-7.2% | $155,567-51.5% | $80,874-6.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.34% | 33.33%-19.0pp | 64.74%-50.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $3,429 | $3,101+10.6% | $4,674-26.6% | $2,756+24.4% |
| Participant deferral / active EE | $3,404 | $3,452-1.4% | $5,628-39.5% | $4,297-20.8% |
| Admin fee / account holder | $4,047 | $7,998-49.4% | $15,916-74.6% | $6,935-41.6% |