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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 | $79,462 | $70,430+12.8% | $96,572-17.7% | $85,851-7.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.71% | 18.58%-6.9pp | 37.79%-26.1pp | 318.63%-306.9pp |
| Employer contribution / active EE | $3,784 | $1,413+167.8% | $2,357+60.5% | $2,565+47.5% |
| Participant deferral / active EE | $4,264 | $2,894+47.3% | $3,850+10.8% | $3,952+7.9% |
| Admin fee / account holder | $4,944 | $4,996-1.0% | $6,183-20.0% | $6,261-21.0% |