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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 | $73,669 | $88,672-16.9% | $105,223-30.0% | $82,448-10.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.97% | 30.86%-11.9pp | 180.65%-161.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,462 | $3,048-19.2% | $3,689-33.3% | $2,551-3.5% |
| Participant deferral / active EE | $4,289 | $4,036+6.3% | $5,072-15.4% | $4,139+3.6% |
| Admin fee / account holder | $5,975 | $7,146-16.4% | $8,859-32.6% | $7,234-17.4% |