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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 | $89,646 | $46,534+92.6% | $64,097+39.9% | $75,177+19.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.33% | 26.07%-9.7pp | 33.75%-17.4pp | 160.75%-144.4pp |
| Employer contribution / active EE | $1,735 | $1,976-12.2% | $2,750-36.9% | $2,671-35.1% |
| Participant deferral / active EE | $2,258 | $2,835-20.4% | $3,881-41.8% | $4,126-45.3% |
| Admin fee / account holder | $2,043 | $2,957-30.9% | $3,070-33.5% | $5,651-63.9% |