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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 | $88,881 | $81,208+9.4% | $98,916-10.1% | $79,858+11.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.61% | 60.99%-42.4pp | 196.45%-177.8pp | 31.72%-13.1pp |
| Employer contribution / active EE | $2,002 | $1,960+2.2% | $2,689-25.5% | $2,471-19.0% |
| Participant deferral / active EE | $4,481 | $3,265+37.2% | $4,245+5.6% | $3,740+19.8% |
| Admin fee / account holder | $2,452 | $6,013-59.2% | $6,642-63.1% | $5,306-53.8% |