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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 | $28,968 | $81,208-64.3% | $98,920-70.7% | $79,856-63.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 11.08% | 60.99%-49.9pp | 196.47%-185.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $2,261 | $1,960+15.4% | $2,689-15.9% | $2,471-8.5% |
| Participant deferral / active EE | $3,532 | $3,265+8.2% | $4,245-16.8% | $3,741-5.6% |
| Admin fee / account holder | $2,404 | $6,013-60.0% | $6,643-63.8% | $5,306-54.7% |