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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 | $78,986 | $95,415-17.2% | $185,851-57.5% | $85,851-8.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.82% | 23.59%-10.8pp | 122.11%-109.3pp | 318.63%-305.8pp |
| Employer contribution / active EE | $2,263 | $3,314-31.7% | $5,168-56.2% | $2,565-11.8% |
| Participant deferral / active EE | $5,282 | $3,424+54.3% | $5,569-5.2% | $3,952+33.6% |
| Admin fee / account holder | $1,516 | $7,215-79.0% | $16,245-90.7% | $6,261-75.8% |