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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 | $58,262 | $65,367-10.9% | $92,915-37.3% | $72,976-20.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.24% | 42.11%-22.9pp | 109.45%-90.2pp | 81.02%-61.8pp |
| Employer contribution / active EE | $10,662 | $2,594+311.1% | $3,653+191.8% | $2,440+337.0% |
| Participant deferral / active EE | $3,262 | $3,128+4.3% | $4,238-23.0% | $3,608-9.6% |
| Admin fee / account holder | $3,251 | $4,251-23.5% | $5,796-43.9% | $5,124-36.6% |