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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 | $62,986 | $81,331-22.6% | $155,534-59.5% | $80,935-22.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.25% | 33.37%-19.1pp | 64.92%-50.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $4,762 | $3,105+53.4% | $4,675+1.9% | $2,757+72.7% |
| Participant deferral / active EE | $3,211 | $3,454-7.0% | $5,630-43.0% | $4,299-25.3% |
| Admin fee / account holder | $2,581 | $7,999-67.7% | $15,900-83.8% | $6,924-62.7% |