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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 | $64,930 | $103,393-37.2% | $87,103-25.5% | $152,909-57.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.86% | 28.10%-4.2pp | 28.19%-4.3pp | 345.46%-321.6pp |
| Employer contribution / active EE | $8,774 | $3,221+172.4% | $2,521+248.0% | $4,764+84.2% |
| Participant deferral / active EE | $5,796 | $4,778+21.3% | $4,049+43.2% | $5,851-1.0% |
| Admin fee / account holder | $2,869 | $12,195-76.5% | $7,491-61.7% | $11,601-75.3% |