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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 | $71,377 | $80,985-11.9% | $96,576-26.1% | $75,181-5.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.47% | 27.05%-11.6pp | 25.87%-10.4pp | 160.69%-145.2pp |
| Employer contribution / active EE | $5,878 | $2,282+157.5% | $2,965+98.2% | $2,671+120.1% |
| Participant deferral / active EE | $4,054 | $3,929+3.2% | $4,851-16.4% | $4,126-1.7% |
| Admin fee / account holder | $3,876 | $6,719-42.3% | $8,253-53.0% | $5,650-31.4% |