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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 | $81,010 | $63,082+28.4% | $81,726-0.9% | $79,856+1.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 10.89% | 22.66%-11.8pp | 29.49%-18.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $6,410 | $1,795+257.1% | $4,311+48.7% | $2,471+159.4% |
| Participant deferral / active EE | $3,202 | $2,780+15.1% | $7,108-55.0% | $3,741-14.4% |
| Admin fee / account holder | $2,950 | $4,428-33.4% | $5,160-42.8% | $5,306-44.4% |