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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 | $74,283 | $85,766-13.4% | $136,298-45.5% | $70,126+5.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.73% | 31.46%-15.7pp | 5156.27%-5140.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $3,378 | $2,966+13.9% | $4,696-28.1% | $2,343+44.2% |
| Participant deferral / active EE | $5,407 | $5,051+7.0% | $6,247-13.4% | $3,332+62.3% |
| Admin fee / account holder | $2,415 | $5,421-55.5% | $9,244-73.9% | $4,645-48.0% |