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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 | $71,286 | $78,707-9.4% | $117,861-39.5% | $70,126+1.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.82% | 23.30%-10.5pp | 335.11%-322.3pp | 73.15%-60.3pp |
| Employer contribution / active EE | $2,356 | $2,223+5.9% | $3,786-37.8% | $2,343+0.6% |
| Participant deferral / active EE | $2,437 | $3,297-26.1% | $4,482-45.6% | $3,332-26.9% |
| Admin fee / account holder | $7,996 | $5,066+57.8% | $8,021-0.3% | $4,645+72.1% |