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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 | $68,678 | $101,618-32.4% | $93,063-26.2% | $137,256-50.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 18.08% | 223.95%-205.9pp | 34.15%-16.1pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,976 | $2,707+9.9% | $2,476+20.2% | $4,156-28.4% |
| Participant deferral / active EE | $5,940 | $4,279+38.8% | $3,958+50.1% | $6,407-7.3% |
| Admin fee / account holder | $1,465 | $6,198-76.4% | $6,033-75.7% | $12,270-88.1% |