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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 | $78,995 | $88,672-10.9% | $105,223-24.9% | $82,448-4.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.62% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $3,703 | $3,048+21.5% | $3,689+0.4% | $2,551+45.2% |
| Participant deferral / active EE | $6,070 | $4,036+50.4% | $5,072+19.7% | $4,139+46.6% |
| Admin fee / account holder | $1,107 | $7,146-84.5% | $8,859-87.5% | $7,234-84.7% |