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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 | $60,918 | $46,599+30.7% | $64,101-5.0% | $75,173-19.0% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.06% | 26.06%-11.0pp | 33.72%-18.7pp | 160.72%-145.7pp |
| Employer contribution / active EE | $2,777 | $1,975+40.6% | $2,749+1.0% | $2,671+4.0% |
| Participant deferral / active EE | $2,401 | $2,837-15.4% | $3,881-38.1% | $4,126-41.8% |
| Admin fee / account holder | $7,590 | $2,956+156.8% | $3,070+147.2% | $5,651+34.3% |