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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 | $31,200 | $91,559-65.9% | $133,959-76.7% | $79,858-60.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 10.34% | 61.85%-51.5pp | 45.09%-34.7pp | 31.72%-21.4pp |
| Employer contribution / active EE | $1,532 | $2,384-35.8% | $3,919-60.9% | $2,471-38.0% |
| Participant deferral / active EE | $2,497 | $3,734-33.1% | $5,047-50.5% | $3,740-33.2% |
| Admin fee / account holder | $4,919 | $6,321-22.2% | $8,928-44.9% | $5,306-7.3% |