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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 | $70,864 | $87,059-18.6% | $105,608-32.9% | $80,925-12.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.11% | 17.05%-4.9pp | 116.50%-104.4pp | 35.65%-23.5pp |
| Employer contribution / active EE | $2,382 | $2,396-0.6% | $3,167-24.8% | $2,756-13.6% |
| Participant deferral / active EE | $3,462 | $3,986-13.1% | $5,010-30.9% | $4,299-19.5% |
| Admin fee / account holder | $3,111 | $8,443-63.1% | $11,028-71.8% | $6,940-55.2% |