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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 | $77,920-5.4% | $149,723-50.7% | $75,177-1.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.40% | 31.72%-11.3pp | 134.50%-114.1pp | 160.75%-140.4pp |
| Employer contribution / active EE | $3,357 | $3,138+7.0% | $4,821-30.4% | $2,671+25.7% |
| Participant deferral / active EE | $2,580 | $3,411-24.4% | $5,682-54.6% | $4,126-37.5% |
| Admin fee / account holder | $2,257 | $5,951-62.1% | $13,215-82.9% | $5,651-60.1% |