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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 | $60,063 | $95,415-37.1% | $185,851-67.7% | $85,851-30.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.03% | 23.59%-11.6pp | 122.11%-110.1pp | 318.63%-306.6pp |
| Employer contribution / active EE | $2,374 | $3,314-28.4% | $5,168-54.1% | $2,565-7.5% |
| Participant deferral / active EE | $4,493 | $3,424+31.2% | $5,569-19.3% | $3,952+13.7% |
| Admin fee / account holder | $11,440 | $7,215+58.6% | $16,245-29.6% | $6,261+82.7% |