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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 | $60,028 | $84,236-28.7% | $170,435-64.8% | $70,126-14.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.00% | 23.06%-5.1pp | 205.94%-187.9pp | 73.15%-55.2pp |
| Employer contribution / active EE | $3,244 | $3,387-4.2% | $5,432-40.3% | $2,343+38.5% |
| Participant deferral / active EE | $2,744 | $3,086-11.1% | $4,939-44.5% | $3,332-17.7% |
| Admin fee / account holder | $5,973 | $5,698+4.8% | $13,881-57.0% | $4,645+28.6% |