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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 | $78,777 | $91,559-14.0% | $133,978-41.2% | $79,856-1.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.05% | 61.85%-46.8pp | 45.10%-30.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $4,766 | $2,384+99.9% | $3,919+21.6% | $2,471+92.8% |
| Participant deferral / active EE | $4,853 | $3,734+30.0% | $5,047-3.8% | $3,741+29.7% |
| Admin fee / account holder | $2,673 | $6,321-57.7% | $8,930-70.1% | $5,306-49.6% |