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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 | $70,287 | $81,457-13.7% | $103,378-32.0% | $80,911-13.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.39% | 25.58%-14.2pp | 24.91%-13.5pp | 35.63%-24.2pp |
| Employer contribution / active EE | $2,699 | $3,107-13.1% | $3,870-30.3% | $2,756-2.1% |
| Participant deferral / active EE | $5,086 | $3,871+31.4% | $5,058+0.6% | $4,297+18.4% |
| Admin fee / account holder | $19,079 | $6,717+184.0% | $8,401+127.1% | $6,935+175.1% |