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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 | $70,620 | $103,393-31.7% | $87,103-18.9% | $152,909-53.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.50% | 28.10%-4.6pp | 28.19%-4.7pp | 345.46%-322.0pp |
| Employer contribution / active EE | $3,707 | $3,221+15.1% | $2,521+47.0% | $4,764-22.2% |
| Participant deferral / active EE | $8,465 | $4,778+77.2% | $4,049+109.1% | $5,851+44.7% |
| Admin fee / account holder | $8,051 | $12,195-34.0% | $7,491+7.5% | $11,601-30.6% |