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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 | $51,866 | $81,208-36.1% | $98,920-47.6% | $79,856-35.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 21.71% | 60.99%-39.3pp | 196.47%-174.8pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,428 | $1,960-27.1% | $2,689-46.9% | $2,471-42.2% |
| Participant deferral / active EE | $4,359 | $3,265+33.5% | $4,245+2.7% | $3,741+16.5% |
| Admin fee / account holder | $4,225 | $6,013-29.7% | $6,643-36.4% | $5,306-20.4% |