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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 | $84,609 | $95,415-11.3% | $185,851-54.5% | $85,851-1.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.60% | 23.59%-6.0pp | 122.11%-104.5pp | 318.63%-301.0pp |
| Employer contribution / active EE | $1,227 | $3,314-63.0% | $5,168-76.3% | $2,565-52.2% |
| Participant deferral / active EE | $4,023 | $3,424+17.5% | $5,569-27.8% | $3,952+1.8% |
| Admin fee / account holder | $4,295 | $7,215-40.5% | $16,245-73.6% | $6,261-31.4% |