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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 | $73,150 | $84,236-13.2% | $170,435-57.1% | $70,126+4.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.79% | 23.06%-1.3pp | 205.94%-184.1pp | 73.15%-51.4pp |
| Employer contribution / active EE | $3,918 | $3,387+15.7% | $5,432-27.9% | $2,343+67.3% |
| Participant deferral / active EE | $2,280 | $3,086-26.1% | $4,939-53.8% | $3,332-31.6% |
| Admin fee / account holder | $435 | $5,698-92.4% | $13,881-96.9% | $4,645-90.6% |