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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 | $78,208 | $88,672-11.8% | $105,223-25.7% | $82,448-5.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 15.67% | 30.86%-15.2pp | 180.65%-165.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $4,067 | $3,048+33.4% | $3,689+10.3% | $2,551+59.4% |
| Participant deferral / active EE | $3,071 | $4,036-23.9% | $5,072-39.5% | $4,139-25.8% |
| Admin fee / account holder | $10,881 | $7,146+52.3% | $8,859+22.8% | $7,234+50.4% |