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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 | $78,027 | $98,776-21.0% | $149,745-47.9% | $79,856-2.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.82% | 27.38%-9.6pp | 276.72%-258.9pp | 31.71%-13.9pp |
| Employer contribution / active EE | $4,713 | $3,217+46.5% | $4,646+1.4% | $2,471+90.7% |
| Participant deferral / active EE | $4,301 | $5,681-24.3% | $6,843-37.2% | $3,741+15.0% |
| Admin fee / account holder | $1,790 | $6,053-70.4% | $9,312-80.8% | $5,306-66.3% |