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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 | $73,384 | $116,203-36.8% | $93,621-21.6% | $152,909-52.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 26.32% | 35.96%-9.6pp | 32.76%-6.4pp | 345.46%-319.1pp |
| Employer contribution / active EE | $1,900 | $3,219-41.0% | $2,719-30.1% | $4,764-60.1% |
| Participant deferral / active EE | $5,716 | $4,605+24.1% | $4,070+40.5% | $5,851-2.3% |
| Admin fee / account holder | $1,909 | $10,751-82.2% | $7,890-75.8% | $11,601-83.5% |