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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 | $65,778 | $81,504-19.3% | $102,437-35.8% | $80,959-18.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.78% | 25.60%-12.8pp | 24.95%-12.2pp | 35.67%-22.9pp |
| Employer contribution / active EE | $3,288 | $3,104+6.0% | $3,871-15.0% | $2,757+19.3% |
| Participant deferral / active EE | $7,018 | $3,871+81.3% | $5,060+38.7% | $4,300+63.2% |
| Admin fee / account holder | $2,378 | $6,719-64.6% | $8,388-71.7% | $6,925-65.7% |