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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 | $71,018 | $86,294-17.7% | $111,303-36.2% | $85,856-17.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.12% | 19.99%-2.9pp | 54.66%-37.5pp | 318.58%-301.5pp |
| Employer contribution / active EE | $1,723 | $2,043-15.7% | $2,731-36.9% | $2,565-32.8% |
| Participant deferral / active EE | $5,560 | $3,641+52.7% | $4,487+23.9% | $3,952+40.7% |
| Admin fee / account holder | $11,743 | $8,189+43.4% | $7,966+47.4% | $6,261+87.6% |