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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 | $63,783 | $76,551-16.7% | $123,894-48.5% | $62,881+1.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.77% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $4,858 | $2,882+68.5% | $4,617+5.2% | $2,281+113.0% |
| Participant deferral / active EE | $3,916 | $4,840-19.1% | $5,984-34.6% | $3,203+22.3% |
| Admin fee / account holder | $2,966 | $4,826-38.5% | $8,357-64.5% | $4,296-31.0% |