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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 | $62,925 | $91,086-30.9% | $203,872-69.1% | $86,983-27.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 17.77% | 22.30%-4.5pp | 85.11%-67.3pp | 25.83%-8.1pp |
| Employer contribution / active EE | $2,099 | $2,063+1.7% | $3,757-44.1% | $2,584-18.8% |
| Participant deferral / active EE | $4,520 | $4,019+12.5% | $6,388-29.2% | $4,194+7.8% |
| Admin fee / account holder | $2,490 | $8,987-72.3% | $11,730-78.8% | $7,856-68.3% |