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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 | $77,969 | $98,776-21.1% | $149,745-47.9% | $79,856-2.4% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.5%+15.8pp | 69.6%+28.6pp |
| Annual return | 13.95% | 27.38%-13.4pp | 276.72%-262.8pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,529 | $3,217+9.7% | $4,646-24.0% | $2,471+42.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,867 | $6,053-52.6% | $9,312-69.2% | $5,306-46.0% |