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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 | $67,226 | $23,330+188.2% | $64,489+4.2% | $82,448-18.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 67.7%+32.3pp | 68.1%+31.9pp |
| Annual return | 15.85% | 83.66%-67.8pp | 55.03%-39.2pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,033 | $824+146.6% | $1,523+33.5% | $2,551-20.3% |
| Participant deferral / active EE | $4,026 | $1,707+135.8% | $2,778+44.9% | $4,139-2.7% |
| Admin fee / account holder | $1,873 | $2,946-36.4% | $4,260-56.0% | $7,234-74.1% |