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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 | $39,281 | $91,198-56.9% | $178,503-78.0% | $79,856-50.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.82% | 24.20%-9.4pp | 151.12%-136.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,961 | $3,257-39.8% | $5,011-60.9% | $2,471-20.7% |
| Participant deferral / active EE | $5,062 | $3,237+56.4% | $5,202-2.7% | $3,741+35.3% |
| Admin fee / account holder | $3,076 | $6,748-54.4% | $13,987-78.0% | $5,306-42.0% |