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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 | $81,073 | $77,908+4.1% | $149,696-45.8% | $75,173+7.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.92% | 31.73%-16.8pp | 134.46%-119.5pp | 160.72%-145.8pp |
| Employer contribution / active EE | $3,010 | $3,138-4.1% | $4,821-37.6% | $2,671+12.7% |
| Participant deferral / active EE | $2,476 | $3,411-27.4% | $5,682-56.4% | $4,126-40.0% |
| Admin fee / account holder | $661 | $5,950-88.9% | $13,212-95.0% | $5,651-88.3% |