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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 | $69,675 | $91,198-23.6% | $178,503-61.0% | $79,856-12.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 31.42% | 24.20%+7.2pp | 151.12%-119.7pp | 31.71%-0.3pp |
| Employer contribution / active EE | $3,850 | $3,257+18.2% | $5,011-23.2% | $2,471+55.8% |
| Participant deferral / active EE | $2,558 | $3,237-21.0% | $5,202-50.8% | $3,741-31.6% |
| Admin fee / account holder | $1,386 | $6,748-79.5% | $13,987-90.1% | $5,306-73.9% |