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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 | $75,105 | $102,065-26.4% | $453,569-83.4% | $85,856-12.5% |
| Participation rate | 97.6% | 72.4%+25.3pp | 78.0%+19.6pp | 69.3%+28.3pp |
| Annual return | 18.77% | 25.44%-6.7pp | 64.43%-45.7pp | 318.58%-299.8pp |
| Employer contribution / active EE | $4,000 | $2,852+40.3% | $4,072-1.8% | $2,565+55.9% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,016 | $5,717+57.7% | $11,214-19.6% | $6,261+44.0% |