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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 | $65,494 | $93,589-30.0% | $135,942-51.8% | $75,181-12.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.17% | 30.90%-11.7pp | 68.28%-49.1pp | 160.69%-141.5pp |
| Employer contribution / active EE | $3,513 | $3,537-0.7% | $4,858-27.7% | $2,671+31.5% |
| Participant deferral / active EE | $7,465 | $6,405+16.5% | $7,759-3.8% | $4,126+80.9% |
| Admin fee / account holder | $2,132 | $6,977-69.4% | $10,764-80.2% | $5,650-62.3% |