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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 | $75,298 | $91,179-17.4% | $178,499-57.8% | $79,852-5.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.39% | 24.19%-7.8pp | 151.10%-134.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $4,623 | $3,256+42.0% | $5,011-7.7% | $2,471+87.1% |
| Participant deferral / active EE | $3,860 | $3,236+19.3% | $5,202-25.8% | $3,740+3.2% |
| Admin fee / account holder | $1,312 | $6,749-80.6% | $13,986-90.6% | $5,306-75.3% |