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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 | $69,416 | $78,705-11.8% | $117,860-41.1% | $70,124-1.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.64% | 23.30%-5.7pp | 335.10%-317.5pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,178 | $2,223-2.1% | $3,786-42.5% | $2,342-7.0% |
| Participant deferral / active EE | $2,565 | $3,297-22.2% | $4,482-42.8% | $3,332-23.0% |
| Admin fee / account holder | $1,165 | $5,065-77.0% | $8,021-85.5% | $4,645-74.9% |