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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 | $61,177 | $65,440-6.5% | $98,506-37.9% | $85,851-28.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.70% | 21.75%-6.0pp | 1494.92%-1479.2pp | 318.63%-302.9pp |
| Employer contribution / active EE | $2,289 | $2,169+5.5% | $2,961-22.7% | $2,565-10.8% |
| Participant deferral / active EE | $3,143 | $3,168-0.8% | $4,277-26.5% | $3,952-20.5% |
| Admin fee / account holder | $4,664 | $4,596+1.5% | $5,955-21.7% | $6,261-25.5% |