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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 | $67,710 | $77,419-12.5% | $69,461-2.5% | $152,885-55.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.13% | 39.07%-19.9pp | 28.97%-9.8pp | 345.39%-326.3pp |
| Employer contribution / active EE | $4,322 | $3,315+30.4% | $2,779+55.5% | $4,763-9.3% |
| Participant deferral / active EE | $1,435 | $4,414-67.5% | $3,536-59.4% | $5,851-75.5% |
| Admin fee / account holder | $1,872 | $6,207-69.8% | $3,840-51.2% | $11,598-83.9% |