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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 | $63,343 | $65,367-3.1% | $92,915-31.8% | $72,976-13.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.69% | 42.11%-20.4pp | 109.45%-87.8pp | 81.02%-59.3pp |
| Employer contribution / active EE | $4,703 | $2,594+81.3% | $3,653+28.7% | $2,440+92.7% |
| Participant deferral / active EE | $2,765 | $3,128-11.6% | $4,238-34.7% | $3,608-23.3% |
| Admin fee / account holder | $1,257 | $4,251-70.4% | $5,796-78.3% | $5,124-75.5% |