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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 | $55,523 | $91,559-39.4% | $133,978-58.6% | $79,856-30.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.93% | 61.85%-46.9pp | 45.10%-30.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $3,196 | $2,384+34.1% | $3,919-18.5% | $2,471+29.3% |
| Participant deferral / active EE | $3,211 | $3,734-14.0% | $5,047-36.4% | $3,741-14.2% |
| Admin fee / account holder | $749 | $6,321-88.2% | $8,930-91.6% | $5,306-85.9% |