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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 | $89,775 | $93,586-4.1% | $135,925-34.0% | $75,173+19.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.91% | 30.90%-14.0pp | 68.25%-51.3pp | 160.65%-143.7pp |
| Employer contribution / active EE | $3,358 | $3,537-5.1% | $4,857-30.9% | $2,670+25.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,177 | $6,977-40.1% | $10,764-61.2% | $5,651-26.1% |