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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 | $73,830 | $81,208-9.1% | $98,920-25.4% | $79,852-7.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.96% | 60.99%-48.0pp | 196.47%-183.5pp | 31.72%-18.8pp |
| Employer contribution / active EE | $2,586 | $1,960+32.0% | $2,689-3.8% | $2,471+4.7% |
| Participant deferral / active EE | $1,916 | $3,265-41.3% | $4,245-54.9% | $3,740-48.8% |
| Admin fee / account holder | $8,312 | $6,013+38.2% | $6,643+25.1% | $5,306+56.7% |