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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 | $56,358 | $90,486-37.7% | $78,676-28.4% | $273,972-79.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.52% | 75.62%-62.1pp | 62.19%-48.7pp | 41.46%-27.9pp |
| Employer contribution / active EE | $2,716 | $3,175-14.5% | $2,850-4.7% | $4,869-44.2% |
| Participant deferral / active EE | $3,911 | $3,901+0.2% | $3,517+11.2% | $5,287-26.0% |
| Admin fee / account holder | $944 | $5,263-82.1% | $4,510-79.1% | $10,133-90.7% |