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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 | $88,672-31.9% | $105,223-42.6% | $82,448-26.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.69% | 30.86%-14.2pp | 180.65%-164.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,270 | $3,048+7.3% | $3,689-11.3% | $2,551+28.2% |
| Participant deferral / active EE | $3,650 | $4,036-9.6% | $5,072-28.0% | $4,139-11.8% |
| Admin fee / account holder | $2,136 | $7,146-70.1% | $8,859-75.9% | $7,234-70.5% |