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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 | $71,370 | $77,901-8.4% | $149,717-52.3% | $75,181-5.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 27.21% | 31.73%-4.5pp | 134.41%-107.2pp | 160.69%-133.5pp |
| Employer contribution / active EE | $1,382 | $3,137-56.0% | $4,820-71.3% | $2,671-48.3% |
| Participant deferral / active EE | $4,860 | $3,411+42.5% | $5,682-14.5% | $4,126+17.8% |
| Admin fee / account holder | $1,817 | $5,949-69.5% | $13,213-86.2% | $5,650-67.8% |