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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 | $56,031 | $93,345-40.0% | $119,126-53.0% | $87,485-36.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 17.51% | 19.08%-1.6pp | 282.11%-264.6pp | 26.06%-8.6pp |
| Employer contribution / active EE | $5,753 | $3,172+81.4% | $4,034+42.6% | $2,596+121.6% |
| Participant deferral / active EE | $3,492 | $4,099-14.8% | $5,318-34.3% | $4,274-18.3% |
| Admin fee / account holder | $2,861 | $8,039-64.4% | $10,693-73.2% | $7,775-63.2% |