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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 | $67,395 | $89,367-24.6% | $141,191-52.3% | $72,975-7.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 37.25% | 111.87%-74.6pp | 71.41%-34.2pp | 81.01%-43.8pp |
| Employer contribution / active EE | $1,377 | $3,115-55.8% | $4,736-70.9% | $2,440-43.5% |
| Participant deferral / active EE | $5,909 | $5,419+9.0% | $6,710-11.9% | $3,608+63.8% |
| Admin fee / account holder | $8,558 | $5,957+43.7% | $10,264-16.6% | $5,124+67.0% |