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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 | $76,117 | $46,534+63.6% | $64,097+18.8% | $75,177+1.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.66% | 26.07%-8.4pp | 33.75%-16.1pp | 160.75%-143.1pp |
| Employer contribution / active EE | $5,466 | $1,976+176.7% | $2,750+98.8% | $2,671+104.6% |
| Participant deferral / active EE | $4,025 | $2,835+42.0% | $3,881+3.7% | $4,126-2.5% |
| Admin fee / account holder | $1,534 | $2,957-48.1% | $3,070-50.0% | $5,651-72.9% |