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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 | $61,318 | $46,599+31.6% | $64,101-4.3% | $75,173-18.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.22% | 26.06%-5.8pp | 33.72%-13.5pp | 160.72%-140.5pp |
| Employer contribution / active EE | $1,510 | $1,975-23.5% | $2,749-45.1% | $2,671-43.5% |
| Participant deferral / active EE | $3,718 | $2,837+31.1% | $3,881-4.2% | $4,126-9.9% |
| Admin fee / account holder | $7,154 | $2,956+142.0% | $3,070+133.0% | $5,651+26.6% |