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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 | $62,658 | $69,590-10.0% | $136,867-54.2% | $94,015-33.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 12.38% | 19.62%-7.2pp | 42.97%-30.6pp | 17.84%-5.5pp |
| Employer contribution / active EE | $5,427 | $2,396+126.4% | $3,547+53.0% | $2,790+94.5% |
| Participant deferral / active EE | $2,194 | $3,437-36.2% | $4,924-55.4% | $4,249-48.4% |
| Admin fee / account holder | $2,664 | $8,912-70.1% | $10,340-74.2% | $8,951-70.2% |