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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 | $56,548 | $91,198-38.0% | $178,503-68.3% | $79,856-29.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.92% | 24.20%-1.3pp | 151.12%-128.2pp | 31.71%-8.8pp |
| Employer contribution / active EE | $5,283 | $3,257+62.2% | $5,011+5.4% | $2,471+113.8% |
| Participant deferral / active EE | $1,891 | $3,237-41.6% | $5,202-63.6% | $3,741-49.4% |
| Admin fee / account holder | $404 | $6,748-94.0% | $13,987-97.1% | $5,306-92.4% |