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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 | $61,507 | $91,559-32.8% | $133,978-54.1% | $79,856-23.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 15.05% | 61.85%-46.8pp | 45.10%-30.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,440 | $2,384+2.3% | $3,919-37.7% | $2,471-1.3% |
| Participant deferral / active EE | $6,455 | $3,734+72.9% | $5,047+27.9% | $3,741+72.6% |
| Admin fee / account holder | $13,596 | $6,321+115.1% | $8,930+52.3% | $5,306+156.2% |