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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 | $38,719 | $56,063-30.9% | $76,051-49.1% | $80,911-52.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 10.72% | 20.54%-9.8pp | 360.42%-349.7pp | 35.63%-24.9pp |
| Employer contribution / active EE | $3,351 | $1,874+78.8% | $2,690+24.6% | $2,756+21.6% |
| Participant deferral / active EE | $2,389 | $3,052-21.7% | $4,257-43.9% | $4,297-44.4% |
| Admin fee / account holder | $6,279 | $5,240+19.8% | $6,416-2.1% | $6,935-9.5% |