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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 | $55,471 | $91,179-39.2% | $178,499-68.9% | $79,852-30.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.52% | 24.19%-10.7pp | 151.10%-137.6pp | 31.72%-18.2pp |
| Employer contribution / active EE | $1,476 | $3,256-54.7% | $5,011-70.5% | $2,471-40.3% |
| Participant deferral / active EE | $1,748 | $3,236-46.0% | $5,202-66.4% | $3,740-53.3% |
| Admin fee / account holder | $2,333 | $6,749-65.4% | $13,986-83.3% | $5,306-56.0% |