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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 | $61,719 | $90,486-31.8% | $78,676-21.6% | $273,972-77.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.07% | 75.62%-70.5pp | 62.19%-57.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $15,468 | $3,175+387.2% | $2,850+442.7% | $4,869+217.7% |
| Participant deferral / active EE | $9,017 | $3,901+131.1% | $3,517+156.4% | $5,287+70.5% |
| Admin fee / account holder | $2,907 | $5,263-44.8% | $4,510-35.5% | $10,133-71.3% |