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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 | $66,068 | $81,664-19.1% | $70,476-6.3% | $158,966-58.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.33% | 208.59%-195.3pp | 109.12%-95.8pp | 302.95%-289.6pp |
| Employer contribution / active EE | $2,898 | $3,219-10.0% | $2,738+5.9% | $4,762-39.1% |
| Participant deferral / active EE | $2,898 | $4,556-36.4% | $3,710-21.9% | $5,983-51.6% |
| Admin fee / account holder | $4,725 | $6,197-23.8% | $3,847+22.8% | $11,250-58.0% |