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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 | $81,276-7.3% | $155,574-51.5% | $80,925-6.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.34% | 33.36%-19.0pp | 64.87%-50.5pp | 35.65%-21.3pp |
| Employer contribution / active EE | $3,429 | $3,103+10.5% | $4,676-26.7% | $2,756+24.4% |
| Participant deferral / active EE | $3,404 | $3,453-1.4% | $5,629-39.5% | $4,299-20.8% |
| Admin fee / account holder | $4,047 | $7,993-49.4% | $15,914-74.6% | $6,940-41.7% |