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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 | $51,700 | $91,198-43.3% | $178,503-71.0% | $79,856-35.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.45% | 24.20%-12.7pp | 151.12%-139.7pp | 31.71%-20.3pp |
| Employer contribution / active EE | $3,955 | $3,257+21.4% | $5,011-21.1% | $2,471+60.0% |
| Participant deferral / active EE | $4,049 | $3,237+25.1% | $5,202-22.2% | $3,741+8.2% |
| Admin fee / account holder | $1,254 | $6,748-81.4% | $13,987-91.0% | $5,306-76.4% |