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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 | $69,077 | $114,013-39.4% | $103,693-33.4% | $155,188-55.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.74% | 49.31%-30.6pp | 47.61%-28.9pp | 148.84%-130.1pp |
| Employer contribution / active EE | $3,721 | $3,131+18.8% | $2,920+27.4% | $4,248-12.4% |
| Participant deferral / active EE | $9,064 | $4,970+82.4% | $4,579+97.9% | $6,531+38.8% |
| Admin fee / account holder | $2,168 | $8,407-74.2% | $7,858-72.4% | $14,480-85.0% |