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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 | $78,810 | $81,358-3.1% | $155,556-49.3% | $80,959-2.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.65% | 33.39%-16.7pp | 64.84%-48.2pp | 35.67%-19.0pp |
| Employer contribution / active EE | $3,000 | $3,106-3.4% | $4,675-35.8% | $2,757+8.8% |
| Participant deferral / active EE | $2,739 | $3,455-20.7% | $5,631-51.4% | $4,300-36.3% |
| Admin fee / account holder | $2,605 | $7,994-67.4% | $15,885-83.6% | $6,925-62.4% |