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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 | $72,416 | $77,638-6.7% | $156,551-53.7% | $62,881+15.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.04% | 50.33%-41.3pp | 32.23%-23.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $2,069 | $3,444-39.9% | $5,501-62.4% | $2,281-9.3% |
| Participant deferral / active EE | $4,372 | $3,046+43.5% | $4,871-10.3% | $3,203+36.5% |
| Admin fee / account holder | $460 | $5,561-91.7% | $13,028-96.5% | $4,296-89.3% |