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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 | $68,925 | $115,225-40.2% | $100,712-31.6% | $138,895-50.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 16.42% | 40.35%-23.9pp | 33.27%-16.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $3,856 | $2,771+39.1% | $2,313+66.7% | $4,194-8.1% |
| Participant deferral / active EE | $3,993 | $4,699-15.0% | $4,085-2.3% | $6,396-37.6% |
| Admin fee / account holder | $2,545 | $10,844-76.5% | $9,256-72.5% | $12,562-79.7% |