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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 | $97,771 | $91,179+7.2% | $178,499-45.2% | $79,852+22.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.79% | 24.19%-10.4pp | 151.10%-137.3pp | 31.72%-17.9pp |
| Employer contribution / active EE | $3,497 | $3,256+7.4% | $5,011-30.2% | $2,471+41.5% |
| Participant deferral / active EE | $4,000 | $3,236+23.6% | $5,202-23.1% | $3,740+6.9% |
| Admin fee / account holder | $464 | $6,749-93.1% | $13,986-96.7% | $5,306-91.3% |