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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 | $67,794 | $91,179-25.6% | $178,499-62.0% | $79,852-15.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.53% | 24.19%-11.7pp | 151.10%-138.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $3,982 | $3,256+22.3% | $5,011-20.5% | $2,471+61.2% |
| Participant deferral / active EE | $3,489 | $3,236+7.8% | $5,202-32.9% | $3,740-6.7% |
| Admin fee / account holder | $21,517 | $6,749+218.8% | $13,986+53.8% | $5,306+305.5% |