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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 | $68,356 | $53,837+27.0% | $75,717-9.7% | $85,856-20.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 14.92% | 24.54%-9.6pp | 104.58%-89.7pp | 318.58%-303.7pp |
| Employer contribution / active EE | $1,394 | $2,017-30.9% | $2,743-49.2% | $2,565-45.7% |
| Participant deferral / active EE | $2,476 | $2,895-14.5% | $3,821-35.2% | $3,952-37.4% |
| Admin fee / account holder | $4,239 | $3,341+26.9% | $3,619+17.1% | $6,261-32.3% |