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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 | $71,490 | $65,364+9.4% | $92,909-23.1% | $72,975-2.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.73% | 42.11%-20.4pp | 109.44%-87.7pp | 81.01%-59.3pp |
| Employer contribution / active EE | $9,985 | $2,594+284.9% | $3,653+173.3% | $2,440+309.2% |
| Participant deferral / active EE | $4,541 | $3,128+45.2% | $4,238+7.2% | $3,608+25.9% |
| Admin fee / account holder | $4,154 | $4,251-2.3% | $5,795-28.3% | $5,124-18.9% |