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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 | $61,572 | $91,198-32.5% | $178,503-65.5% | $79,856-22.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.51% | 24.20%-4.7pp | 151.12%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $4,705 | $3,257+44.5% | $5,011-6.1% | $2,471+90.4% |
| Participant deferral / active EE | $3,483 | $3,237+7.6% | $5,202-33.0% | $3,741-6.9% |
| Admin fee / account holder | $1,148 | $6,748-83.0% | $13,987-91.8% | $5,306-78.4% |