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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 | $71,461 | $89,370-20.0% | $141,197-49.4% | $72,976-2.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.61% | 111.88%-92.3pp | 71.41%-51.8pp | 81.02%-61.4pp |
| Employer contribution / active EE | $1,526 | $3,115-51.0% | $4,736-67.8% | $2,440-37.5% |
| Participant deferral / active EE | $3,385 | $5,419-37.5% | $6,710-49.6% | $3,608-6.2% |
| Admin fee / account holder | $3,206 | $5,957-46.2% | $10,265-68.8% | $5,124-37.4% |