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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 | $72,837 | $95,406-23.7% | $185,849-60.8% | $85,847-15.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.84% | 23.59%-7.8pp | 122.10%-106.3pp | 318.61%-302.8pp |
| Employer contribution / active EE | $3,010 | $3,314-9.2% | $5,169-41.8% | $2,565+17.3% |
| Participant deferral / active EE | $4,045 | $3,424+18.1% | $5,569-27.4% | $3,952+2.3% |
| Admin fee / account holder | $483 | $7,214-93.3% | $16,244-97.0% | $6,261-92.3% |