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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 | $58,958 | $65,364-9.8% | $92,909-36.5% | $72,975-19.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.05% | 42.11%-19.1pp | 109.44%-86.4pp | 81.01%-58.0pp |
| Employer contribution / active EE | $6,063 | $2,594+133.7% | $3,653+66.0% | $2,440+148.5% |
| Participant deferral / active EE | $2,498 | $3,128-20.2% | $4,238-41.1% | $3,608-30.8% |
| Admin fee / account holder | $2,166 | $4,251-49.0% | $5,795-62.6% | $5,124-57.7% |