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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 | $90,862 | $93,589-2.9% | $135,942-33.2% | $75,181+20.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.31% | 30.90%-12.6pp | 68.28%-50.0pp | 160.69%-142.4pp |
| Employer contribution / active EE | $1,702 | $3,537-51.9% | $4,858-65.0% | $2,671-36.3% |
| Participant deferral / active EE | $3,653 | $6,405-43.0% | $7,759-52.9% | $4,126-11.5% |
| Admin fee / account holder | $2,068 | $6,977-70.4% | $10,764-80.8% | $5,650-63.4% |