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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 | $71,955 | $54,757+31.4% | $90,287-20.3% | $72,986-1.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 25.33% | 30.63%-5.3pp | 78.10%-52.8pp | 81.01%-55.7pp |
| Employer contribution / active EE | $2,042 | $2,092-2.4% | $2,855-28.5% | $2,440-16.3% |
| Participant deferral / active EE | $2,042 | $2,887-29.3% | $3,885-47.4% | $3,607-43.4% |
| Admin fee / account holder | $2,279 | $3,972-42.6% | $5,351-57.4% | $5,124-55.5% |