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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 | $72,326 | $101,950-29.1% | $125,529-42.4% | $86,983-16.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 14.74% | 18.29%-3.5pp | 202.56%-187.8pp | 25.83%-11.1pp |
| Employer contribution / active EE | $2,999 | $2,358+27.2% | $3,058-1.9% | $2,584+16.0% |
| Participant deferral / active EE | $5,022 | $3,862+30.0% | $4,813+4.3% | $4,194+19.7% |
| Admin fee / account holder | $5,278 | $12,791-58.7% | $16,298-67.6% | $7,856-32.8% |