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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 | $57,784 | $91,198-36.6% | $178,503-67.6% | $79,856-27.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 23.36% | 24.20%-0.8pp | 151.12%-127.8pp | 31.71%-8.4pp |
| Employer contribution / active EE | $1,607 | $3,257-50.6% | $5,011-67.9% | $2,471-35.0% |
| Participant deferral / active EE | $5,139 | $3,237+58.8% | $5,202-1.2% | $3,741+37.4% |
| Admin fee / account holder | $1,560 | $6,748-76.9% | $13,987-88.8% | $5,306-70.6% |