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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 | $79,628 | $101,752-21.7% | $164,928-51.7% | $80,911-1.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.81% | 16.73%-3.9pp | 70.08%-57.3pp | 35.63%-22.8pp |
| Employer contribution / active EE | $4,421 | $2,953+49.7% | $4,343+1.8% | $2,756+60.4% |
| Participant deferral / active EE | $8,648 | $4,477+93.2% | $6,034+43.3% | $4,297+101.2% |
| Admin fee / account holder | $2,972 | $8,218-63.8% | $12,684-76.6% | $6,935-57.1% |