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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 | $74,521 | $91,198-18.3% | $178,503-58.3% | $79,856-6.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.55% | 24.20%-9.6pp | 151.12%-136.6pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,458 | $3,257-55.2% | $5,011-70.9% | $2,471-41.0% |
| Participant deferral / active EE | $3,213 | $3,237-0.7% | $5,202-38.2% | $3,741-14.1% |
| Admin fee / account holder | $13,563 | $6,748+101.0% | $13,987-3.0% | $5,306+155.6% |