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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 | $67,763 | $95,383-29.0% | $185,837-63.5% | $85,856-21.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.38% | 23.59%-9.2pp | 122.08%-107.7pp | 318.58%-304.2pp |
| Employer contribution / active EE | $4,421 | $3,313+33.4% | $5,168-14.5% | $2,565+72.3% |
| Participant deferral / active EE | $3,467 | $3,423+1.3% | $5,568-37.7% | $3,952-12.3% |
| Admin fee / account holder | $2,654 | $7,213-63.2% | $16,241-83.7% | $6,261-57.6% |