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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 | $66,595 | $81,476-18.3% | $102,383-35.0% | $80,925-17.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.53% | 25.59%-13.1pp | 24.94%-12.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $3,660 | $3,105+17.9% | $3,870-5.4% | $2,756+32.8% |
| Participant deferral / active EE | $6,827 | $3,871+76.4% | $5,060+34.9% | $4,299+58.8% |
| Admin fee / account holder | $6,048 | $6,717-10.0% | $8,391-27.9% | $6,940-12.9% |