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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 | $70,257 | $102,422-31.4% | $147,117-52.2% | $80,959-13.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.48% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,922 | $3,717+5.5% | $4,932-20.5% | $2,757+42.3% |
| Participant deferral / active EE | $3,218 | $6,652-51.6% | $8,065-60.1% | $4,300-25.2% |
| Admin fee / account holder | $2,859 | $7,953-64.0% | $12,993-78.0% | $6,925-58.7% |