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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 | $73,051 | $98,776-26.0% | $149,745-51.2% | $79,856-8.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 23.85% | 27.38%-3.5pp | 276.72%-252.9pp | 31.71%-7.9pp |
| Employer contribution / active EE | $3,759 | $3,217+16.8% | $4,646-19.1% | $2,471+52.1% |
| Participant deferral / active EE | $2,444 | $5,681-57.0% | $6,843-64.3% | $3,741-34.7% |
| Admin fee / account holder | $5,869 | $6,053-3.0% | $9,312-37.0% | $5,306+10.6% |