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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 | $57,468 | $91,179-37.0% | $178,499-67.8% | $79,852-28.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.86% | 24.19%-5.3pp | 151.10%-132.2pp | 31.72%-12.9pp |
| Employer contribution / active EE | $2,099 | $3,256-35.5% | $5,011-58.1% | $2,471-15.1% |
| Participant deferral / active EE | $4,027 | $3,236+24.5% | $5,202-22.6% | $3,740+7.7% |
| Admin fee / account holder | $1,969 | $6,749-70.8% | $13,986-85.9% | $5,306-62.9% |