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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 | $64,540 | $91,198-29.2% | $178,503-63.8% | $79,856-19.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.49% | 24.20%-6.7pp | 151.12%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $4,820 | $3,257+48.0% | $5,011-3.8% | $2,471+95.1% |
| Participant deferral / active EE | $2,327 | $3,237-28.1% | $5,202-55.3% | $3,741-37.8% |
| Admin fee / account holder | $5,015 | $6,748-25.7% | $13,987-64.1% | $5,306-5.5% |