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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 | $79,088 | $138,393-42.9% | $184,256-57.1% | $80,959-2.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.07% | 20.01%-7.9pp | 28.85%-16.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $4,050 | $4,847-16.4% | $6,427-37.0% | $2,757+46.9% |
| Participant deferral / active EE | $4,899 | $7,076-30.8% | $9,133-46.4% | $4,300+13.9% |
| Admin fee / account holder | $3,367 | $10,489-67.9% | $13,899-75.8% | $6,925-51.4% |