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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 | $69,569 | $116,190-40.1% | $93,614-25.7% | $152,885-54.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 20.53% | 35.96%-15.4pp | 32.76%-12.2pp | 345.39%-324.9pp |
| Employer contribution / active EE | $2,022 | $3,219-37.2% | $2,718-25.6% | $4,763-57.5% |
| Participant deferral / active EE | $6,760 | $4,604+46.8% | $4,069+66.1% | $5,851+15.5% |
| Admin fee / account holder | $3,628 | $10,749-66.2% | $7,889-54.0% | $11,598-68.7% |