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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 | $79,283 | $95,415-16.9% | $185,851-57.3% | $85,851-7.7% |
| Participation rate | 98.1% | 68.8%+29.3pp | 81.7%+16.4pp | 69.3%+28.8pp |
| Annual return | 13.14% | 23.59%-10.4pp | 122.11%-109.0pp | 318.63%-305.5pp |
| Employer contribution / active EE | $3,799 | $3,314+14.6% | $5,168-26.5% | $2,565+48.1% |
| Participant deferral / active EE | $2,783 | $3,424-18.7% | $5,569-50.0% | $3,952-29.6% |
| Admin fee / account holder | $25,801 | $7,215+257.6% | $16,245+58.8% | $6,261+312.1% |