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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 | $43,839 | $77,901-43.7% | $149,717-70.7% | $75,181-41.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.79% | 31.73%-15.9pp | 134.41%-118.6pp | 160.69%-144.9pp |
| Employer contribution / active EE | $6,734 | $3,137+114.6% | $4,820+39.7% | $2,671+152.2% |
| Participant deferral / active EE | $5,563 | $3,411+63.1% | $5,682-2.1% | $4,126+34.8% |
| Admin fee / account holder | $6,663 | $5,949+12.0% | $13,213-49.6% | $5,650+17.9% |