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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 | $56,917 | $62,672-9.2% | $185,117-69.3% | $70,126-18.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 16.58% | 40.79%-24.2pp | 40.50%-23.9pp | 73.15%-56.6pp |
| Employer contribution / active EE | $2,848 | $1,753+62.4% | $4,182-31.9% | $2,343+21.6% |
| Participant deferral / active EE | $3,722 | $3,272+13.8% | $5,045-26.2% | $3,332+11.7% |
| Admin fee / account holder | $9,418 | $3,932+139.5% | $8,159+15.4% | $4,645+102.7% |