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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 | $69,453 | $91,086-23.8% | $203,872-65.9% | $86,983-20.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 13.54% | 22.30%-8.8pp | 85.11%-71.6pp | 25.83%-12.3pp |
| Employer contribution / active EE | $5,620 | $2,063+172.4% | $3,757+49.6% | $2,584+117.5% |
| Participant deferral / active EE | $3,980 | $4,019-1.0% | $6,388-37.7% | $4,194-5.1% |
| Admin fee / account holder | $3,711 | $8,987-58.7% | $11,730-68.4% | $7,856-52.8% |