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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 | $72,186 | $77,908-7.3% | $149,696-51.8% | $75,173-4.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.26% | 31.73%-10.5pp | 134.46%-113.2pp | 160.72%-139.5pp |
| Employer contribution / active EE | $3,815 | $3,138+21.6% | $4,821-20.9% | $2,671+42.8% |
| Participant deferral / active EE | $2,012 | $3,411-41.0% | $5,682-64.6% | $4,126-51.2% |
| Admin fee / account holder | $6,545 | $5,950+10.0% | $13,212-50.5% | $5,651+15.8% |