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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 | $75,363 | $87,106-13.5% | $105,607-28.6% | $80,935-6.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 12.16% | 17.01%-4.8pp | 116.11%-103.9pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,850 | $2,396-22.8% | $3,167-41.6% | $2,757-32.9% |
| Participant deferral / active EE | $4,701 | $3,986+17.9% | $5,011-6.2% | $4,299+9.3% |
| Admin fee / account holder | $1,814 | $8,447-78.5% | $10,958-83.4% | $6,924-73.8% |