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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 | $56,300 | $70,418-20.0% | $96,570-41.7% | $85,847-34.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 16.13% | 18.59%-2.5pp | 37.79%-21.7pp | 318.61%-302.5pp |
| Employer contribution / active EE | $3,099 | $1,413+119.3% | $2,357+31.5% | $2,565+20.8% |
| Participant deferral / active EE | $7,285 | $2,894+151.7% | $3,849+89.3% | $3,952+84.3% |
| Admin fee / account holder | $5,373 | $4,995+7.6% | $6,182-13.1% | $6,261-14.2% |