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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 | $43,322 | $91,198-52.5% | $178,503-75.7% | $79,856-45.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.34% | 24.20%-9.9pp | 151.12%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $3,472 | $3,257+6.6% | $5,011-30.7% | $2,471+40.5% |
| Participant deferral / active EE | $6,808 | $3,237+110.4% | $5,202+30.9% | $3,741+82.0% |
| Admin fee / account holder | $1,091 | $6,748-83.8% | $13,987-92.2% | $5,306-79.4% |