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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 | $63,130 | $91,198-30.8% | $178,503-64.6% | $79,856-20.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.73% | 24.20%-7.5pp | 151.12%-134.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $4,701 | $3,257+44.3% | $5,011-6.2% | $2,471+90.2% |
| Participant deferral / active EE | $4,570 | $3,237+41.2% | $5,202-12.2% | $3,741+22.2% |
| Admin fee / account holder | $4,695 | $6,748-30.4% | $13,987-66.4% | $5,306-11.5% |