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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 | $67,257 | $59,123+13.8% | $77,183-12.9% | $75,181-10.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 17.92% | 26.72%-8.8pp | 37.89%-20.0pp | 160.69%-142.8pp |
| Employer contribution / active EE | $2,926 | $1,996+46.6% | $2,534+15.5% | $2,671+9.6% |
| Participant deferral / active EE | $3,931 | $2,999+31.1% | $3,833+2.6% | $4,126-4.7% |
| Admin fee / account holder | $2,590 | $4,776-45.8% | $5,475-52.7% | $5,650-54.2% |