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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 | $74,470 | $101,752-26.8% | $164,928-54.8% | $80,911-8.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 15.37% | 16.73%-1.4pp | 70.08%-54.7pp | 35.63%-20.3pp |
| Employer contribution / active EE | $2,750 | $2,953-6.9% | $4,343-36.7% | $2,756-0.2% |
| Participant deferral / active EE | $2,823 | $4,477-37.0% | $6,034-53.2% | $4,297-34.3% |
| Admin fee / account holder | $1,888 | $8,218-77.0% | $12,684-85.1% | $6,935-72.8% |