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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 | $79,834 | $85,171-6.3% | $172,752-53.8% | $72,975+9.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.22% | 27.32%-8.1pp | 802.97%-783.7pp | 81.01%-61.8pp |
| Employer contribution / active EE | $3,694 | $3,324+11.1% | $5,144-28.2% | $2,440+51.4% |
| Participant deferral / active EE | $3,006 | $3,260-7.8% | $5,198-42.2% | $3,608-16.7% |
| Admin fee / account holder | $6,615 | $5,880+12.5% | $13,955-52.6% | $5,124+29.1% |