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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 | $59,514 | $73,978-19.6% | $96,515-38.3% | $75,173-20.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.62% | 26.72%-10.1pp | 35.73%-19.1pp | 160.72%-144.1pp |
| Employer contribution / active EE | $3,009 | $2,931+2.7% | $3,740-19.5% | $2,671+12.7% |
| Participant deferral / active EE | $5,429 | $3,660+48.3% | $4,880+11.3% | $4,126+31.6% |
| Admin fee / account holder | $2,883 | $5,219-44.8% | $6,735-57.2% | $5,651-49.0% |