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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 | $45,472 | $85,060-46.5% | $70,565-35.6% | $139,487-67.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 17.96% | 30.39%-12.4pp | 32.79%-14.8pp | 373.84%-355.9pp |
| Employer contribution / active EE | $2,085 | $3,912-46.7% | $2,976-29.9% | $4,755-56.1% |
| Participant deferral / active EE | $7,182 | $5,891+21.9% | $4,568+57.2% | $6,713+7.0% |
| Admin fee / account holder | $4,172 | $8,932-53.3% | $6,430-35.1% | $11,407-63.4% |