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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 | $79,030 | $100,901-21.7% | $75,501+4.7% | $147,586-46.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 7.93% | 35.78%-27.9pp | 27.35%-19.4pp | 578.59%-570.7pp |
| Employer contribution / active EE | $3,832 | $3,253+17.8% | $2,352+62.9% | $4,876-21.4% |
| Participant deferral / active EE | $2,112 | $4,027-47.6% | $3,142-32.8% | $5,439-61.2% |
| Admin fee / account holder | $1,448 | $11,285-87.2% | $5,801-75.0% | $10,886-86.7% |