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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 | $74,149 | $93,589-20.8% | $135,942-45.5% | $75,181-1.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.19% | 30.90%-15.7pp | 68.28%-53.1pp | 160.69%-145.5pp |
| Employer contribution / active EE | $3,162 | $3,537-10.6% | $4,858-34.9% | $2,671+18.4% |
| Participant deferral / active EE | $3,883 | $6,405-39.4% | $7,759-50.0% | $4,126-5.9% |
| Admin fee / account holder | $4,599 | $6,977-34.1% | $10,764-57.3% | $5,650-18.6% |