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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 | $51,641 | $117,433-56.0% | $99,475-48.1% | $152,897-66.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 21.04% | 31.87%-10.8pp | 30.72%-9.7pp | 345.43%-324.4pp |
| Employer contribution / active EE | $2,443 | $3,013-18.9% | $2,540-3.8% | $4,764-48.7% |
| Participant deferral / active EE | $2,214 | $4,086-45.8% | $3,619-38.8% | $5,851-62.2% |
| Admin fee / account holder | $16,498 | $7,634+116.1% | $6,252+163.9% | $11,599+42.2% |