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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 | $70,704 | $78,423-9.8% | $95,964-26.3% | $79,856-11.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.33% | 19.37%-6.0pp | 91.64%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $3,448 | $1,945+77.3% | $2,541+35.7% | $2,471+39.5% |
| Participant deferral / active EE | $4,220 | $3,440+22.7% | $4,167+1.3% | $3,741+12.8% |
| Admin fee / account holder | $3,361 | $5,622-40.2% | $6,797-50.6% | $5,306-36.7% |