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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 | $61,245 | $77,908-21.4% | $149,696-59.1% | $75,173-18.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.91% | 31.73%-15.8pp | 134.46%-118.5pp | 160.72%-144.8pp |
| Employer contribution / active EE | $2,113 | $3,138-32.7% | $4,821-56.2% | $2,671-20.9% |
| Participant deferral / active EE | $7,464 | $3,411+118.8% | $5,682+31.4% | $4,126+80.9% |
| Admin fee / account holder | $641 | $5,950-89.2% | $13,212-95.1% | $5,651-88.7% |