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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 | $60,602 | $77,920-22.2% | $149,723-59.5% | $75,177-19.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.09% | 31.72%-10.6pp | 134.50%-113.4pp | 160.75%-139.7pp |
| Employer contribution / active EE | $2,594 | $3,138-17.3% | $4,821-46.2% | $2,671-2.9% |
| Participant deferral / active EE | $4,523 | $3,411+32.6% | $5,682-20.4% | $4,126+9.6% |
| Admin fee / account holder | $12,285 | $5,951+106.4% | $13,215-7.0% | $5,651+117.4% |