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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 | $66,413 | $70,430-5.7% | $96,572-31.2% | $85,851-22.6% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 15.02% | 18.58%-3.6pp | 37.79%-22.8pp | 318.63%-303.6pp |
| Employer contribution / active EE | $2,404 | $1,413+70.1% | $2,357+2.0% | $2,565-6.3% |
| Participant deferral / active EE | $2,939 | $2,894+1.5% | $3,850-23.7% | $3,952-25.6% |
| Admin fee / account holder | $3,015 | $4,996-39.7% | $6,183-51.2% | $6,261-51.8% |