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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 | $66,687 | $81,487-18.2% | $102,412-34.9% | $80,935-17.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 44.11% | 25.60%+18.5pp | 24.94%+19.2pp | 35.66%+8.4pp |
| Employer contribution / active EE | $2,210 | $3,103-28.8% | $3,870-42.9% | $2,757-19.8% |
| Participant deferral / active EE | $5,490 | $3,871+41.8% | $5,060+8.5% | $4,299+27.7% |
| Admin fee / account holder | $2,213 | $6,717-67.0% | $8,388-73.6% | $6,924-68.0% |