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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 | $60,351 | $93,345-35.3% | $119,126-49.3% | $87,485-31.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 16.69% | 19.08%-2.4pp | 282.11%-265.4pp | 26.06%-9.4pp |
| Employer contribution / active EE | $3,270 | $3,172+3.1% | $4,034-18.9% | $2,596+26.0% |
| Participant deferral / active EE | $3,650 | $4,099-11.0% | $5,318-31.4% | $4,274-14.6% |
| Admin fee / account holder | $2,136 | $8,039-73.4% | $10,693-80.0% | $7,775-72.5% |