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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 | $72,625 | $98,776-26.5% | $149,745-51.5% | $79,856-9.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.11% | 27.38%-13.3pp | 276.72%-262.6pp | 31.71%-17.6pp |
| Employer contribution / active EE | $2,087 | $3,217-35.1% | $4,646-55.1% | $2,471-15.5% |
| Participant deferral / active EE | $3,860 | $5,681-32.1% | $6,843-43.6% | $3,741+3.2% |
| Admin fee / account holder | $9,887 | $6,053+63.3% | $9,312+6.2% | $5,306+86.3% |