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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 | $58,227 | $91,559-36.4% | $133,978-56.5% | $79,856-27.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.34% | 61.85%-47.5pp | 45.10%-30.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,180 | $2,384-8.6% | $3,919-44.4% | $2,471-11.8% |
| Participant deferral / active EE | $5,313 | $3,734+42.3% | $5,047+5.3% | $3,741+42.0% |
| Admin fee / account holder | $2,475 | $6,321-60.8% | $8,930-72.3% | $5,306-53.4% |