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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 | $73,212 | $91,559-20.0% | $133,978-45.4% | $79,856-8.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.47% | 61.85%-44.4pp | 45.10%-27.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,806 | $2,384-24.2% | $3,919-53.9% | $2,471-26.9% |
| Participant deferral / active EE | $4,198 | $3,734+12.4% | $5,047-16.8% | $3,741+12.2% |
| Admin fee / account holder | $781 | $6,321-87.6% | $8,930-91.3% | $5,306-85.3% |