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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 | $79,254 | $106,749-25.8% | $145,433-45.5% | $82,448-3.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.03% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $4,312 | $3,444+25.2% | $4,554-5.3% | $2,551+69.0% |
| Participant deferral / active EE | $4,250 | $6,519-34.8% | $7,897-46.2% | $4,139+2.7% |
| Admin fee / account holder | $2,592 | $8,390-69.1% | $13,129-80.3% | $7,234-64.2% |