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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 | $74,649 | $142,972-47.8% | $214,702-65.2% | $86,983-14.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 14.26% | 18.49%-4.2pp | 54.55%-40.3pp | 25.83%-11.6pp |
| Employer contribution / active EE | $3,555 | $4,635-23.3% | $6,461-45.0% | $2,584+37.6% |
| Participant deferral / active EE | $3,297 | $6,568-49.8% | $9,147-64.0% | $4,194-21.4% |
| Admin fee / account holder | $3,090 | $17,617-82.5% | $19,830-84.4% | $7,856-60.7% |