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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 | $74,099 | $102,422-27.7% | $147,117-49.6% | $80,959-8.5% |
| Participation rate | 88.1% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 17.80% | 135.16%-117.4pp | 420.54%-402.7pp | 35.67%-17.9pp |
| Employer contribution / active EE | $3,402 | $3,717-8.5% | $4,932-31.0% | $2,757+23.4% |
| Participant deferral / active EE | $6,296 | $6,652-5.3% | $8,065-21.9% | $4,300+46.4% |
| Admin fee / account holder | $2,000 | $7,953-74.8% | $12,993-84.6% | $6,925-71.1% |