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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 | $75,484 | $99,994-24.5% | $146,647-48.5% | $85,851-12.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.59% | 18.93%-3.3pp | 22.75%-7.2pp | 318.63%-303.0pp |
| Employer contribution / active EE | $2,720 | $2,559+6.3% | $4,137-34.2% | $2,565+6.0% |
| Participant deferral / active EE | $4,679 | $4,006+16.8% | $5,506-15.0% | $3,952+18.4% |
| Admin fee / account holder | $5,085 | $7,703-34.0% | $10,281-50.5% | $6,261-18.8% |