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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 | $67,582 | $51,638+30.9% | $68,368-1.1% | $82,448-18.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.54% | 37.53%-22.0pp | 292.57%-277.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,422 | $2,047-30.5% | $2,649-46.3% | $2,551-44.2% |
| Participant deferral / active EE | $3,837 | $2,914+31.7% | $4,123-6.9% | $4,139-7.3% |
| Admin fee / account holder | $3,133 | $4,643-32.5% | $5,150-39.2% | $7,234-56.7% |