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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 | $69,453 | $90,400-23.2% | $186,193-62.7% | $87,485-20.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 13.54% | 22.15%-8.6pp | 78.03%-64.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $5,620 | $2,170+159.0% | $3,918+43.4% | $2,596+116.5% |
| Participant deferral / active EE | $3,980 | $4,330-8.1% | $6,513-38.9% | $4,274-6.9% |
| Admin fee / account holder | $3,711 | $8,673-57.2% | $11,058-66.4% | $7,775-52.3% |