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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 | $59,321 | $78,428-24.4% | $95,960-38.2% | $79,852-25.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.33% | 19.37%-3.0pp | 91.63%-75.3pp | 31.72%-15.4pp |
| Employer contribution / active EE | $1,498 | $1,945-23.0% | $2,541-41.1% | $2,471-39.4% |
| Participant deferral / active EE | $3,132 | $3,440-9.0% | $4,167-24.8% | $3,740-16.3% |
| Admin fee / account holder | $3,357 | $5,622-40.3% | $6,797-50.6% | $5,306-36.7% |