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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 | $65,455 | $77,920-16.0% | $149,723-56.3% | $75,177-12.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.27% | 31.72%-14.5pp | 134.50%-117.2pp | 160.75%-143.5pp |
| Employer contribution / active EE | $2,156 | $3,138-31.3% | $4,821-55.3% | $2,671-19.3% |
| Participant deferral / active EE | $4,320 | $3,411+26.6% | $5,682-24.0% | $4,126+4.7% |
| Admin fee / account holder | $935 | $5,951-84.3% | $13,215-92.9% | $5,651-83.4% |