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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 | $86,362 | $91,198-5.3% | $178,503-51.6% | $79,856+8.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.63% | 24.20%-6.6pp | 151.12%-133.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $5,049 | $3,257+55.1% | $5,011+0.8% | $2,471+104.3% |
| Participant deferral / active EE | $5,439 | $3,237+68.1% | $5,202+4.6% | $3,741+45.4% |
| Admin fee / account holder | $2,157 | $6,748-68.0% | $13,987-84.6% | $5,306-59.3% |