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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 | $84,811 | $72,404+17.1% | $110,241-23.1% | $64,181+32.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.90% | -6.29%+21.2pp | 314.75%-299.9pp | 7.63%+7.3pp |
| Employer contribution / active EE | $3,208 | $2,282+40.6% | $3,827-16.2% | $2,381+34.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,990 | $5,664-29.6% | $8,548-53.3% | $4,887-18.4% |