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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 | $73,743 | $77,905-5.3% | $149,682-50.7% | $75,173-1.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.40% | 31.72%-11.3pp | 134.35%-114.0pp | 160.65%-140.3pp |
| Employer contribution / active EE | $3,357 | $3,138+7.0% | $4,818-30.3% | $2,670+25.7% |
| Participant deferral / active EE | $2,580 | $3,411-24.4% | $5,681-54.6% | $4,126-37.5% |
| Admin fee / account holder | $2,257 | $5,957-62.1% | $13,210-82.9% | $5,651-60.1% |