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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 | $70,392 | $53,127+32.5% | $86,597-18.7% | $70,131+0.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.84% | 27.66%-12.8pp | 964.96%-950.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,658 | $2,068-19.8% | $2,840-41.6% | $2,342-29.2% |
| Participant deferral / active EE | $3,614 | $2,696+34.1% | $3,609+0.1% | $3,332+8.5% |
| Admin fee / account holder | $2,266 | $3,585-36.8% | $4,906-53.8% | $4,645-51.2% |