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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 | $77,563 | $77,449+0.1% | $69,483+11.6% | $152,909-49.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 25.76% | 39.09%-13.3pp | 28.99%-3.2pp | 345.46%-319.7pp |
| Employer contribution / active EE | $2,146 | $3,316-35.3% | $2,780-22.8% | $4,764-55.0% |
| Participant deferral / active EE | $3,417 | $4,415-22.6% | $3,537-3.4% | $5,851-41.6% |
| Admin fee / account holder | $1,826 | $6,210-70.6% | $3,841-52.5% | $11,601-84.3% |