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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 | $79,705 | $101,795-21.7% | $165,100-51.7% | $80,959-1.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 16.42% | 16.73%-0.3pp | 70.21%-53.8pp | 35.67%-19.2pp |
| Employer contribution / active EE | $3,373 | $2,954+14.2% | $4,348-22.4% | $2,757+22.3% |
| Participant deferral / active EE | $5,122 | $4,476+14.4% | $6,035-15.1% | $4,300+19.1% |
| Admin fee / account holder | $4,959 | $8,221-39.7% | $12,696-60.9% | $6,925-28.4% |