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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 | $61,370 | $46,534+31.9% | $64,097-4.3% | $75,177-18.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 20.34% | 26.07%-5.7pp | 33.75%-13.4pp | 160.75%-140.4pp |
| Employer contribution / active EE | $1,900 | $1,976-3.8% | $2,750-30.9% | $2,671-28.9% |
| Participant deferral / active EE | $1,682 | $2,835-40.7% | $3,881-56.7% | $4,126-59.2% |
| Admin fee / account holder | $1,662 | $2,957-43.8% | $3,070-45.9% | $5,651-70.6% |