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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 | $80,192 | $77,449+3.5% | $69,483+15.4% | $152,909-47.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.29% | 39.09%-19.8pp | 28.99%-9.7pp | 345.46%-326.2pp |
| Employer contribution / active EE | $4,557 | $3,316+37.4% | $2,780+63.9% | $4,764-4.4% |
| Participant deferral / active EE | $6,858 | $4,415+55.3% | $3,537+93.9% | $5,851+17.2% |
| Admin fee / account holder | $1,061 | $6,210-82.9% | $3,841-72.4% | $11,601-90.9% |