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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 | $75,023 | $95,415-21.4% | $185,851-59.6% | $85,851-12.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.92% | 23.59%-7.7pp | 122.11%-106.2pp | 318.63%-302.7pp |
| Employer contribution / active EE | $4,234 | $3,314+27.8% | $5,168-18.1% | $2,565+65.1% |
| Participant deferral / active EE | $5,019 | $3,424+46.6% | $5,569-9.9% | $3,952+27.0% |
| Admin fee / account holder | $770 | $7,215-89.3% | $16,245-95.3% | $6,261-87.7% |