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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 | $61,582 | $87,132-29.3% | $105,624-41.7% | $80,959-23.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 19.50% | 17.03%+2.5pp | 116.20%-96.7pp | 35.67%-16.2pp |
| Employer contribution / active EE | $2,090 | $2,397-12.8% | $3,168-34.0% | $2,757-24.2% |
| Participant deferral / active EE | $1,805 | $3,985-54.7% | $5,013-64.0% | $4,300-58.0% |
| Admin fee / account holder | $1,294 | $8,449-84.7% | $10,961-88.2% | $6,925-81.3% |