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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 | $58,918 | $78,425-24.9% | $95,956-38.6% | $79,858-26.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.32% | 19.37%-4.1pp | 91.63%-76.3pp | 31.72%-16.4pp |
| Employer contribution / active EE | $3,687 | $1,945+89.6% | $2,541+45.1% | $2,471+49.2% |
| Participant deferral / active EE | $4,003 | $3,440+16.4% | $4,167-3.9% | $3,740+7.0% |
| Admin fee / account holder | $2,661 | $5,622-52.7% | $6,797-60.9% | $5,306-49.9% |