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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 | $49,166 | $91,198-46.1% | $178,503-72.5% | $79,856-38.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.72% | 24.20%-11.5pp | 151.12%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,318 | $3,257-28.8% | $5,011-53.7% | $2,471-6.2% |
| Participant deferral / active EE | $3,763 | $3,237+16.3% | $5,202-27.7% | $3,741+0.6% |
| Admin fee / account holder | $7,297 | $6,748+8.1% | $13,987-47.8% | $5,306+37.5% |