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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 | $64,712 | $110,212-41.3% | $96,534-33.0% | $139,466-53.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.62% | 26.42%-9.8pp | 25.88%-9.3pp | 373.66%-357.0pp |
| Employer contribution / active EE | $2,774 | $3,620-23.4% | $2,965-6.4% | $4,754-41.6% |
| Participant deferral / active EE | $6,137 | $5,547+10.6% | $4,851+26.5% | $6,712-8.6% |
| Admin fee / account holder | $1,709 | $11,599-85.3% | $8,253-79.3% | $11,409-85.0% |