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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 | $70,507 | $81,358-13.3% | $155,556-54.7% | $80,959-12.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.88% | 33.39%-18.5pp | 64.84%-50.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $2,519 | $3,106-18.9% | $4,675-46.1% | $2,757-8.6% |
| Participant deferral / active EE | $4,696 | $3,455+35.9% | $5,631-16.6% | $4,300+9.2% |
| Admin fee / account holder | $1,826 | $7,994-77.2% | $15,885-88.5% | $6,925-73.6% |