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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 | $79,705 | $101,763-21.7% | $164,866-51.7% | $80,874-1.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 16.42% | 16.73%-0.3pp | 69.97%-53.5pp | 35.62%-19.2pp |
| Employer contribution / active EE | $3,373 | $2,954+14.2% | $4,343-22.3% | $2,756+22.4% |
| Participant deferral / active EE | $5,122 | $4,477+14.4% | $6,033-15.1% | $4,297+19.2% |
| Admin fee / account holder | $4,959 | $8,228-39.7% | $12,689-60.9% | $6,935-28.5% |