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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 | $72,419 | $101,752-28.8% | $164,928-56.1% | $80,911-10.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.68% | 16.73%-4.1pp | 70.08%-57.4pp | 35.63%-23.0pp |
| Employer contribution / active EE | $2,598 | $2,953-12.0% | $4,343-40.2% | $2,756-5.7% |
| Participant deferral / active EE | $4,920 | $4,477+9.9% | $6,034-18.5% | $4,297+14.5% |
| Admin fee / account holder | $3,138 | $8,218-61.8% | $12,684-75.3% | $6,935-54.7% |