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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 | $59,284 | $84,236-29.6% | $170,435-65.2% | $70,126-15.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.90% | 23.06%-6.2pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $2,705 | $3,387-20.1% | $5,432-50.2% | $2,343+15.5% |
| Participant deferral / active EE | $2,772 | $3,086-10.2% | $4,939-43.9% | $3,332-16.8% |
| Admin fee / account holder | $3,555 | $5,698-37.6% | $13,881-74.4% | $4,645-23.5% |