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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 | $70,640 | $57,073+23.8% | $85,126-17.0% | $80,925-12.7% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 51.33% | 21.69%+29.6pp | 66.63%-15.3pp | 35.65%+15.7pp |
| Employer contribution / active EE | $1,381 | $1,801-23.3% | $2,731-49.5% | $2,756-49.9% |
| Participant deferral / active EE | $1,359 | $3,113-56.3% | $4,523-70.0% | $4,299-68.4% |
| Admin fee / account holder | $1,605 | $4,988-67.8% | $6,160-73.9% | $6,940-76.9% |